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