Short Duration

Approach

This strategy invests exclusively in investment grade securities while maintaining a short duration profile of 1-3 years. We believe that intensive security level research paired with a broadly informed awareness of the economic and credit cycle is critical to identifying superior investment opportunities and managing downside risk.

Key Benefits

A short duration and quality-focused strategy aimed at providing protection through volatile markets
Top-down macro themes shape overall strategy and provide context for our bottom-up security selection
Balanced emphasis on quantitative and qualitative inputs foster strong checks and balances and validation for our investment themes
Proprietary risk budgeting and management tools guide portfolio construction
Historically competitive absolute and risk-adjusted performance over time

Performance

Performance data for this strategy is not available at this time.

Past performance does not guarantee future results.

Periods greater than one year are annualized. Performance data is considered final unless indicated as preliminary. Monthly performance is based on full GIPS Composite returns. Access the GIPS page for full composite details.

The Composite performance information represents the investment results of a group of fully discretionary accounts managed with the investment objective of outperforming the benchmark. Information is subject to change at any time. Gross returns are presented after all transaction costs, but before management fees. Returns include the reinvestment of income. Net performance is shown after the deduction of a model management fee equal to the highest fee charged.