Investment Grade Credit

Approach

The Investment Grade Credit strategy employs a total return approach, offering a comprehensive yet focused approach to investing in the full range of investment grade U.S. corporate bonds. We believe that selecting securities based on rigorous credit research and a keen awareness of credit cycles is critical for identifying investment opportunities and managing downside risk.

Key Benefits

Experienced, Consistent Team: Dedicated team with extensive experience across wide array of credit strategies and mandates with unique risk/return and duration profiles, which allows for more unique balance and insight when making investment decisions
Advantaged Security Selection: Our analysts maintain multiple touchpoints with corporate management teams, allowing for deeper insight into corporate trends and management styles
Genuine Investment Grade Allocation: Our strategy is simple and "pure" to provide investors with direct U.S. investment grade credit exposure, no currency exposure, and no duration bets

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.