Maximize total return consistent with the preservation of capital by investing in high, medium and low-grade 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. May invest in non-benchmark sectors, specifically structured product, to generate additional yield with a strong focus on security selection.


As of September 30, 2020, the Short Duration Total Return Composite was renamed the Short Duration Securitized Bond Composite.

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