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Multi-Sector Opportunistic Strategy

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.

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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

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

    1985

  • Benjamin Caron, CFA
    Senior Managing Director and Portfolio Manager

    1997

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.
Bank Loans: Loans may be unsecured or not fully collateralized, may be subject to restrictions on resale and/or trade infrequently on the secondary market. Loans can carry significant credit and call risk, can be difficult to value and have longer settlement times than other investments, which can make loans relatively illiquid at times.