• Style Multi-Sector Bond
  • Approach Active; Top-Down/Bottom-Up
  • Benchmark Bloomberg Aggregate Bond Index

Strategy Highlights

  • Active Management:  Modest shifts in duration and among sectors to maximize opportunities in changing economic and interest rate environments.
  • Sector Diversification: Opportunistically invest in high yield bonds as an important diversifying component.
  • Comprehensive Research: Integration of ESG factors into issuer analysis helps to add value to the investment process and mitigate risk.
RESOURCES

Portfolio Managers

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