OUR APPROACH

Our short duration strategy aims to deliver strong risk-adjusted returns by allocating across fixed income securities and sectors, including Treasuries, Treasury Inflation-Protected Securities (TIPS), credit, municipals, asset-backed securities, mortgage-backed securities and agency bonds.

Consistency is the hallmark of our short duration investment process, which is driven by fundamental bottom-up analysis of sectors and securities conducted by a team of seasoned fixed income investment specialists.

Our process includes identifying attractive sectors that offer a clear risk-reward advantage based on scenario analysis, selecting securities that are undervalued, with an emphasis on high quality issuers and inexpensive cash flows, yield curve optimization and active duration management.