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

Strategy Highlights

  • Active Management – Modest shifts among sectors to maximize opportunities in changing economic and interest rate environments
  • High Yield Component – Seek best risk adjusted relative value among the higher quality high yield bonds
  • Comprehensive Research – Central to our investment process and risk management approach
RESOURCES

Portfolio Managers

Mary Kane
Mary F. Kane, CFA
Partner, Taxable Portfolio Manager

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