Active and Strategic Fixed Income Team – Strategic Laddered

Investment approach

Our management approach aims to invest the portfolio in order to receive equal cash flows (capital and interest) over a defined period of time. This investment structure simultaneously minimizes price and reinvestment risks, a characteristic sought in bond management. By focusing on quality credit, we maximize the risk/return ratio of the portfolio, while creating the flexibility to replicate the desired average maturity for the entire portfolio.

Key Characteristics

  • Consistency and solid performance in different types of market environments
  • Strong risk-adjusted returns as reflected by an excellent Information Ratio
  • Positive carry through long term investment decisions
  • High quality portfolio with conservative approach to corporate bonds selection
  • Continuous and rigorous risk management through disciplined investment process