Fixed income

U.S. Intermediate Credit Focus Strategy

The strategy aims to maximize investment income and total return, preserve capital, and maintain liquidity by investing primarily in intermediate-duration, investment-grade corporate securities.

Products offered
  • Separate Account

Competitive advantages

Chart

Yield-enhanced total return solutions

​Consistent and competitive long-term performance, on both an absolute and risk-adjusted basis.

Scale

Benchmark-aware vs. Benchmark-centric

Absolute return orientation and flexibility to focus on less efficient sectors within the market.

Asset

Client partnership model

An extension of each client’s team—a tailored portfolio, not a “product.”

Team

Optimal team structure

The team is functionally organized to extract value from the market.

Adjust

Competitive income and risk controls

Well-underwritten income seeks to drive competitive total return and information ratios.

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 3/31/2024)
1M
3M
YTD
1Y
3Y
5Y
Inception
Fund
1.03
0.51
0.51
5.12
-0.42
2.49
2.94
Benchmark
0.90
0.20
0.20
4.56
-0.52
1.77
2.30

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Calendar year Add Minus

Calendar year

2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund
6.90
-9.30
-0.77
10.25
10.16
-0.52
4.53
4.67
-0.40
Benchmark
6.94
-9.10
-1.03
7.08
9.52
0.01
3.67
3.68
-0.56

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Our team
Meet the investment team

To deliver strong performance for clients, the team maintains an intense focus on finding high-quality, well-underwritten bonds with a competitive income advantage.

Contact Us

We look forward to helping you with your investment needs