Long-Term Outperformance Through a Risk-Controlled Process

Fixed Income Fixed Income

 Our fixed income strategies seek to produce excess returns net of fees relative to client benchmarks. Portfolio managers identify the desired sector exposure and portfolio duration of each portfolio. Using these parameters, we seek to maximize total return by taking advantage of economic fundamentals and market conditions. more


The goal of our Liquidity Products is to obtain a high level of current income consistent with capital preservation and liquidity over the short term. These strategies identify the desired weighted-average maturity of each portfolio and use fundamentals and market conditions to maximize current incomemore


The Small Cap Value, Midcap Value, and SMID (Small/Mid) Cap Value strategies reflect our belief that attractive returns can be achieved over a full market cycle within the small and mid- capitalization universes by combining a systematic quantitative approach with traditional fundamental analysis. The Equity Investment Team manages the client portfolios utilizing a clearly defined, highly disciplined process. Our investment process is designed to create diversified portfolios of equity securities with attractive valuations that also exhibit positive earnings trends. Our emphasis is on creating stable portfolios with modest turnover. more