• Style Corporate Bond
  • Approach Active; Top-Down/Bottom-Up Style
  • Benchmark 60% Bloomberg High Yield Index,
    40% Bloomberg US Credit Index

Strategy Highlights

  • Research Intensive – Combine quantitative screening tools with in-depth security specific fundamental research
  • Risk Managed Approach – Diversified across bond sectors and focuses on “highest quality of high yield bonds”
  • Seasoned Investment Team – Expertise in corporate credit research
RESOURCES

Portfolio Managers

Mary F. Kane, CFA
Portfolio Manager
Brett Kozlowski, CFA
Partner, Portfolio Manager
Brian P. McArdle, CFA
Principal, Portfolio Manager