Multi-Sector Low Duration Core


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Multi-Sector Low Duration Core Strategy

The strategy focuses on primarily higher quality, more liquid securities across 14 fixed income sectors by applying a time-tested approach of active sector rotation, extensive credit research and disciplined risk management to capitalize on opportunities across undervalued areas of the fixed income markets. The strategy invests at least 80% of its assets in fixed income debt obligations of various types of issuers. The strategy's average duration will range from one to three years. The strategy seeks to earn a high level of total return, including a competitive level of current income, while limiting fluctuations in net asset value due to changes in interest rates.

Investment Process
Multi-Sector Low Duration Core Strategy - Investment Process

Strategy Risk

Debt securities are subject to various risks, the most prominent of which are credit and interest rate risk. The issuer of a security may fail to make payments in a timely manner. Values of debt securities may rise and fall in response to changes in interest rates. This risk may be enhanced with longer-term maturities.

Investing internationally involves additional risks such as currency, political, accounting, economic, and market risk.

Changes in interest rates can cause both extension and prepayment risks for asset and mortgage-backed securities. These securities are also subject to risks associated with the repayment of underlying collateral.

David L. Albrycht, CFA
Industry Start Date: 1985
Christopher J. Kelleher, CFA, CPA
Industry Start Date: 1983

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