The strategy seeks current income with an emphasis on maintaining low volatility and overall short duration by investing in higher-quality, more liquid securities across the broad fixed income universe. The strategy utilizes a value-oriented, research-driven approach that seeks to strategically overweight undervalued sectors while applying strict risk controls.
Portfolio Attributes
Inception Date | 1/1/2002 |
Benchmark | Bloomberg U.S. Aggregate Bond Index |
Below Investment Grade Maximum | 65% |
Non-U.S. Exposure Maximum |
50% |
Portfolio Managers Industry Start Date
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David L. Albrycht, CFA
President and Chief Investment Officer1985
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Benjamin Caron, CFA
Senior Managing Director and Portfolio Manager1997