Intermediate Taxable Bond 

Strategy Summary

  • Style: Intermediate Multi-Sector Bond
  • Approach: Active; Top-Down/Bottom-Up
  • Benchmark: Bloomberg Barclays Intermediate Aggregate Bond Index
  • Inception: 12/1/2010
  • Strategy Assets: $87 MM as of 12/31/19 

Investment Philosophy

We believe that our flexible multi-sector approach takes advantage of the relative valuations among distinct bond sectors, and provides greater opportunities to generate income and capital appreciation, while helping to manage risk in changing economic environments.


Strategy Profile


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