Inception Date | 2/28/1993 |
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Strategy AUM | $1.9 Billion as of March 31, 2025 |
Available vehicles | Institutional Separate Account |
Stable Value Assets | Manage over $10.7B in stable value assets that fall under Intermediate and Core strategies as of March 31, 2025 |
Performance results are calculated in US dollars and reflect reinvestment of income and other earnings. Please visit GIPS for the composite presentation which includes fee information and criteria for composite performance creation.
Our investors are experienced professionals with demonstrated expertise across the investment grade market. All of our portfolios are managed on a team basis with consistent positioning deployed across strategies. The portfolio managers lead every aspect of the investment process – perform their own credit research, manage portfolio construction, and approve trade levels. Portfolio managers are also the main contacts for clients, and we strive to develop deep, collaborative relationships.
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