Active Intermediate Government/Credit Fixed Income

Disciplined approach to fundamental research and bottom-up security selection

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Overview

  • Team of seasoned portfolio managers (25 years of experience on average) who have worked together through multiple market cycles
  • Seek differentiated return stream with numerous alpha sources, including sector and security selection coupled with active yield curve management
  • Focused on managing downside volatility versus the benchmark
  • Ability to work collaboratively with clients to create extremely customized solutions

Characteristics & Performance

Inception Date2/28/1993
Strategy AUM$1.9 Billion as of March 31, 2025
Available vehiclesInstitutional 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.

Investment Team

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.

Jake Gaul, CFA

Managing Director

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Head of Fixed Income

Eric Staudt, CFA

Managing Director

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Portfolio Manager

Griffin Sullivan, CFA

Managing Director

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Portfolio Manager

David R. Morse, CFA

Managing Director

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Portfolio Manager

Natalia Glekel, CFA

Managing Director

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Portfolio Manager

Miriam Zussman

Managing Director

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Portfolio Manager

Samuel Kaplan, CFA

Managing Director

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Portfolio Manager

Adriano Taylor-Escribano

Managing Director

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Portfolio Manager

Dmitri Rabin, CFA

Managing Director

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Portfolio Manager

Jennifer Karpinski, CFA

Managing Director

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Client Portfolio Manager

ACTIVE INTERMEDIATE GOVERNMENT/CREDIT

Disciplined approach to fundamental research and bottom-up security selection