The strategy focuses on primarily higher-quality, more liquid securities across the broad fixed income universe through the application of 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 seeks to generate attractive total return from both current income and capital appreciation with an emphasis on maintaining low volatility and overall short duration.
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