Individual Focused Bond Strategy
We offer one focused bond portfolio that seeks the highest risk-adjusted returns available from a universe of global bonds. This strategy is built on a thorough analysis of a variety of factors including economic analysis, general trends in fixed income markets, yield curve analysis, credit analysis, spread analysis, risk adjusted returns, quality, sector analysis, and total return projections. We seek companies which have had strong historical performance and continue to have prospects for sustainable performance.
At any given time, the active bond strategy may contain bonds in various sectors, such as Government, Municipal, Corporate, Agency Mortgaged-Backed, Non-Agency Mortgage, Cash and Equivalents, and others, or it may contain concentrated sector allocations as well as various or concentrated industries. The quality of the portfolio strives to be investment grade.