High Grade Short Term

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 Short Term focuses on shorter maturities, seeking to limit the interest rate risk.

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