Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in October 2024).
ABOUT THIS STRATEGY
The strategy invests in both core and plus sectors of the fixed income market seeking to generate higher returns than traditional core plus portfolios without a substantial increase in volatility or risk. We believe that active sector allocation, combined with rigorous, bottom-up analysis can navigate the two key risks of the fixed income markets: interest rates and credit spreads.
Glossary
INVESTMENT APPROACH
Emphasis on low correlations and capital preservation
Leveraging a diverse set of return drivers, the strategy has historically provided clients with what they expect from fixed income – capital preservation and low correlation to equities.
Potential to outperform with attractive risk profile
Seeks to generate higher returns than traditional core plus portfolios without a substantial increase in volatility or risk.
Sophisticated risk management
Our proprietary fixed income portfolio and risk-management system, Quantum Global, is integrated into the investment process at each step. We identify and measure sources of risk in the portfolio at multiple levels to confirm that the portfolio is positioned as intended.
