Investment Grade

Long Duration

Our long duration strategy utilizes a top-down, macroeconomic view coupled with bottom-up, rigorous fundamental credit analysis and security selection while remaining duration neutral to a pre-determined benchmark.

Inception Date


Vehicle Types

Separate Account

Investment Philosophy

Constructing a diversified portfolio containing multiple targeted overweights and underweights across sectors, issuers and credit curves is the most effective method to consistently deliver outperformance while minimizing risk.

Our Value Add

  • The size and scope of our research team permits a bottom-up approach that generates investment ideas across the ratings spectrum and credit curve
  • Portfolios are constructed to generate excess returns from targeted active overweights/underweights with an emphasis on optimal diversification across sectors, issuers and credit curves
  • Integrated risk management process utilizes qualitative and quantitative measures to construct and review portfolios from a risk and volatility perspective
  • Proprietary portfolio structure tool enables us to construct tailored portfolios aimed at maximizing returns against unique, client-driven benchmarks 

Portfolio Managers

Related Viewpoints