Our bottom-up, fundamental process is combined with robust, top-down risk management tools that aims to meet the objectives of principal preservation, liquidity, and consistent excess returns over the long term. Typical duration targets range from 0-5 years.
- Fundamental credit research - Rigorous fundamental analysis with strategic focus on stable to improving issuers; security selection is at the core of the process.
- Focus on limiting downside potential - Investment process focused on minimizing downside risk is the key contributor to long-term market outperformance.
- Consistent results - The investment team's goal is to remain fully invested and build incremental income that, over time, accumulates to consistent results with lower volatility.