• 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

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