We actively manage and add value to our portfolios in four principal ways:

  • Anticipating interest rates and positioning the duration accordingly

  • Anticipating the term structure of interest rates

  • Active investment in various credit sectors, both public and private markets

  • Active individual security selection

It is our belief that staying ahead of the curve, diversification and careful portfolio construction are key to success and managing risk. The team manages a diversified selection of portfolios and strategies seeking return and managing risk through prudent duration, curve, geographic, sector, issuer, and structural selection and diversification.

Fixed Income Leadership

Clients' Fixed Income portfolios provide capital preservation, liquidity, and liability hedging.

Private Debt & Loan offers a natural hedge against inflation for clients and lower volatility for their portfolios.

Mortgage loan investments support capital preservation and offer downside protection for client portfolios.