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Multi-Sector Core Plus Strategy

The strategy seeks to generate high total return from both current income and capital appreciation by investing primarily in intermediate-term debt securities across the broad fixed income universe. The strategy employs 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. 

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Portfolio Attributes

Inception Date 1/1/2002
Benchmark Bloomberg U.S. Aggregate Bond Index
Below Investment Grade Maximum 35%

Non-U.S. Exposure Maximum

 35%

Portfolio Managers Industry Start Date

  • David L. Albrycht, CFA
    President and Chief Investment Officer

    1985

  • Stephen H. Hooker, CFA
    Managing Director and Portfolio Manager

    1993

Documents

Important risk considerations

Credit & Interest: 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.
ABS/MBS: 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.
Foreign & Emerging Markets: Investing internationally, especially in emerging markets, involves additional risks such as currency, political, accounting, economic, and market risk.
High Yield-High Risk Fixed Income Securities: There is a greater level of credit risk and price volatility involved with high yield securities than investment grade securities.