Our goals: preserve principal and generate income.
We employ a time-tested, disciplined process in our management of fixed income portfolios that helps us manage risk and maximize returns.
We focus our management strategies on:
- Duration: we use longer or shorter maturity bonds based on our outlook for interest rates
- Sector allocation: we adjust weightings based on the return outlook for various sectors
- Issue selection: we employ security specific research
- Sell Discipline: we continue to reevaluate the merits and valuation of the portfolios’ securities
Our edge is our perspective
We look at the economy and market landscape from multiple perspectives, applying our knowledge and understanding of fundamental and technical factors as well as certain aspects of behavioral finance. This allows us to take a multi dimensional approach to the fixed income markets.