An active approach.

Fixed Income Process

  • Core Holding Establishment
    • Multi-Style/Segment Development
  • Domestic and International Exposure
  • Internal/External Research
  • Sector Allocation
  • Economic/Market Trends
  • Segment Weighting
  • Global Assessment/Opportunities
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The Process

  • Does it Meet Our Criteria?
  • Proprietary Screening/Scoring/Ranking Program
  • Multi-Factor Scoring Program (25 Factors)
  • Relative Ranking/Performance
  • Reasonable Expense Ratio
  • Management Tenure/Stewardship
  • Evaluation Among Investment Team
  • Open Forum Tests Individual Assumptions/Conclusions
  • Input from Every Investment Professional
  • Purchase Holdings
  • Maintain Full Exposure Unless Tactical Shift is Warranted
  • Cash Reserve Non-Existent Unless Mandated by Client/Fees
  • Realign Portfolio on a Regular Basis
  • Assess Holdings Daily
  • Team Monitors and Discusses Fund, Market and Sector Developments
  • Daily Ranking of Recommended List
  • Sell Discipline
  • Unfavorable Score/Rank
  • Deterioration in Relative or Absolute Return
  • Identification of Better Performing Opportunity
  • Management or Ownership Change
  • Change in Valuation of Sector/Market Segment
  • Deterioration of Fundamentals/Quality Rating

Past performance is no guarantee of future results.