Fixed income

U.S. Long Credit Fixed Income Strategy

The strategy pursues consistent, long-term outperformance of the Bloomberg U.S. Long Credit Index by using bottom-up security selection from a universe of high-quality, liquid bonds.

Products offered
  • Separate Account

Competitive advantages

Quality

Consistent performance

​Consistent performance across all types of market environments targets a superior information ratio.

Information

Comprehensive risk controls

The team is committed to an intense focus on risk discipline.

Gears

Bottom-up portfolio construction

Bottom-up, active relative-value management seeks to generate outperformance from security selection, not interest rate or sector positioning.

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 12/31/2023)
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Fund
7.36
13.71
11.01
11.01
-6.58
3.31
4.43
4.56
Benchmark
7.30
13.71
10.73
10.73
-6.50
2.70
3.88
3.94

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
2014
Fund
11.01
-25.97
-0.80
16.32
24.08
-7.04
12.41
10.91
-3.43
17.16
Benchmark
10.73
-25.29
-1.18
13.32
23.36
-6.76
12.21
10.22
-4.56
16.39

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 risk-adjusted excess returns for clients, the team focuses on price inefficiencies and actively employs relative-value management or rotation at the security level.

Contact Us

We look forward to helping you with your investment needs