Fixed income

U.S. Corporate Plus Strategy

​​​The strategy pursues total returns in excess of the Bloomberg U.S. Credit Baa: 3% Issuer Capped Index. It is primarily investment-grade-focused but also allocates strategically to BB-rated (high yield) corporate bonds.

Products offered
  • Separate Account
    • U.S. Corporate Plus

Competitive advantages

Clock

Investment horizon

The team uses a six-month investment horizon to anticipate market inflection points.

Adjust

Multiple levers

The team strategically allocates, by objective, to a variety of alpha sources through security selection, sector allocation, and duration and curve positioning.

Trade

Unbiased approach

The team seeks diversified and unbiased sources of alpha in an effort to generate compelling returns over a market cycle.

Investment approach

A consistent approach for thriving in inconsistent fixed income markets

Dedicated sector specialists

The team utilizes a specialist model in which each of the portfolio managers offers significant expertise in a given sector of the global fixed income markets. The team is able to source opportunities and navigate risks by leveraging the best ideas of the diverse team.

Primary research

The team believes primary research conducted by dedicated sector specialists in partnership with our substantial global fixed income research team is the optimal approach to uncover a wide range of investment outcomes.

Relative value focus

The team finds that fixed income markets offer alpha opportunities to active managers that effectively employ a relative value framework to sector, issue selection, duration, and yield curve decisions.

Focused on intentional risk

The team employs robust portfolio construction in combination with comprehensive risk control to take intentional risks and to minimize surprises, which leads to consistent alpha generation over a market cycle.

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Composite performance

Average annual returns Add Minus

Average annual returns

(as of 12/31/2023)
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Fund
4.57
9.01
10.15
10.15
-2.35
4.02
3.89
6.40
Benchmark
4.48
8.81
9.41
9.41
-2.88
3.14
3.30
5.89

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
10.15
-16.43
1.15
11.87
16.94
-3.28
8.17
7.92
-1.83
8.49
Benchmark
9.41
-15.94
-0.40
9.43
16.46
-2.94
7.45
7.92
-2.75
8.31

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

The team employs a sector specialist model whereby tenured investment professionals are supported by rigorous credit research to source opportunities across global fixed income markets.

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Andrew

Andrew Reed

Portfolio Manager

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Janet

Janet Rilling

Head of Plus Fixed Income

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Contact Us

We look forward to helping you with your investment needs

 

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