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Fixed income markets are constantly changing. We believe active management adds value to portfolios by taking advantage of market opportunities relative to each client's specific objectives.
While no investor can consistently predict future interest rate movements, our proprietary tools allow us to quantify exactly how specific portfolios will perform over time in different interest rate scenarios. This active management process allows us to construct the optimal portfolio, designed to exceed benchmark returns over a range of possible interest rate changes.
We seek to outperform the benchmark while managing risk by:
- Constraining portfolio duration relative to the benchmark
- Taking advantage of changing yield spreads among various bond market sectors
- Positioning securities along the yield curve to capture value across various maturities
- Selecting bonds that we believe are undervalued and offer the greatest potential for risk-adjusted return
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