Strategy AUM | $1.6 Billion as of March 31, 2025 |
Benchmark | Bloomberg US 1-5 Year Credit Bond Index |
Available vehicles | Institutional Separate Account |
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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Please visit GIPS presentation which includes fee information and criteria for composite performance creation.