Objective

Maximize total return consistent with the preservation of capital by investing in a diversified portfolio of intermediate and long-term fixed income securities.

Investment Strategy

  • Identify opportunities with a bottom-up, intrinsic value-focused approach to active investment management and disciplined risk control.
  • Perform risk/reward analysis to evaluate credit risk, interest rate risk, prepayment risk, and security structure.
  • Invest in securities we believe offer attractive prospects for income and/or
    capital appreciation relative to the risk borne.

Portfolio Management