High Grade Core Intermediate

Investment approach

Our high-grade fixed income strategies are designed to address the needs of intermediate-sized institutions and tax-exempt entities. Our investment process seeks to deliver benchmark-like returns with less volatility than mutual fund alternatives. Our portfolios are notable for their transparency, liquidity, and sector specific strategy implementation. The High Grade Core Intermediate strategy is relative return focused versus the Barclays Capital Intermediate Aggregate Index, which offers diversification benefits comparable to the Aggregate Index, but with what we believe to be favorable risk/return metrics.

Key Characteristics

  • Investment grade
  • Transparency
  • Relative return focus
  • Risk-management
  • Preservation of capital
  • No exposure to asset-backed securities, commercial mortgage-backed securities or structured products