Total Return Bond

Strategy Summary

  • Style: Multi-Sector Bond
  • Approach: Active; Top-Down/Bottom-Up
  • Style Benchmark: 60% Bloomberg Barclays Gov/Credit Index, 40% Bloomberg Barclays High Yield Index
  • Inception: 1/1/1988
  • Strategy Assets: $785 MM as of 9/30/17

Investment Philosophy

We believe that our flexible multi-sector approach takes advantage of the relative valuations among distinct bond sectors, provides greater opportunities to generate income and capital appreciation, while helping to manage risk in changing economic environments. Through our quantitative and qualitative research process, we seek out securities that we believe offer the best risk-adjusted value.