Short-Term Focused High Income

Strategy Summary

  • Style: Corporate Bond
  • Approach: Active; Top-Down/Bottom-Up
  • Style Benchmark: Bloomberg Barclays U.S. High Yield BB 1-5 Year Index
  • Inception: 9/1/2017
  • Strategy Assets: $47 MM as of 12/31/19

Investment Philosophy

We believe that by actively managing a
diversified portfolio of short-term, non-investment grade corporate bonds, we can generate higher total return over the long term while assuming manageable levels of risk. We look to invest in companies that we believe offer the best risk-adjusted value.

Strategy Profile