We actively manage taxable bond portfolios across multiple bond market sectors. We aim to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation, while also limiting risk, in changing market environments. Our active approach emphasizes diversification and combines both macro economic analysis and comprehensive bottom-up credit research. Managing risk factors is a critical component of our approach, and we seek out quality in all of the sectors in which we invest, including high yield bonds.
We offer a range of strategy options to accommodate varied risk tolerances and client objectives.