Short-Term Taxable Bond

Strategy Summary

  • Style: Multi-Sector Bond
  • Approach: Active; Top-Down/Bottom-Up
  • Benchmark: Bloomberg Barclays 1-5 Year Gov/Credit Index
  • Inception: 10/1/2002
  • Strategy Assets: $301 MM as of 3/31/17

Investment Philosophy

We believe we can capture yield advantages over money market funds, while managing volatility, by actively managing a portfolio of short-term securities diversified across multiple bond sectors. We seek to optimize return potential by adhering to a disciplined quantitative and qualitative research process, and having a flexible approach to sector allocation.