The strategy may be appropriate for investors seeking diversification and the potential rewards associated with investing in high yield, fixed income securities. The investment process strives to add value through issue selection, sector/industry selection, and opportunistic trading. The strategy will generally overweight sectors and industries with well-valued companies whose business profiles are viewed to be improving.
Portfolio Attributes
Inception Date | 1/1/2012 |
Benchmark | Bloomberg U.S. High Yield 2% Issuer Capped Bond Index |
Non-U.S. Exposure Maximum | 15% |
Maximum Industry Exposure |
25% |
Maximum Issuer Exposure |
5% |
Portfolio Managers Industry Start Date
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David L. Albrycht, CFA
President and Chief Investment Officer1985
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Eric Hess, CFA
Senior Managing Director, Portfolio Manager, and High Yield Sector Head2006
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William J. Eastwood, CFA
Senior Managing Director, Portfolio Manager, and Head of Trading1995