Active Long 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 Date	3/31/2001
Strategy AUM	$3.2 Billion as of December 31, 2024
Benchmark	Bloomberg US Long Gov/Credit Bond Index
Available vehicles	Institutional Separate Account, Collective Investment Trust

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.