Short Duration Total Return Composite

Objective

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.

Team