The strategy primarily focuses on higher-quality, more liquid securities across the broad fixed income universe. The strategy seeks to generate attractive total return from both current income and capital appreciation with an emphasis on maintaining low volatility and shorter duration. The strategy employs extensive research and disciplined risk management to identify and tactically allocate to undervalued sectors.
Portfolio Attributes
Inception Date | 6/1/2012 |
Benchmark | ICE BofA 1-5 Year Corporate & Government Bond Index |
Below Investment Grade Maximum | 20% |
Non-U.S. Exposure Maximum |
35% |
Portfolio Managers Industry Start Date
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David L. Albrycht, CFA
President and Chief Investment Officer1985
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Stephen H. Hooker, CFA
Managing Director and Portfolio Manager1993