Active Short Duration
- AUM $1.4 billion
(December 31, 2018) - Inception Date 1991
- Benchmark Barclays Government 1-3 Year Index
- Vehicles Available
- Separate Account
- UCITS
- Mutual Fund
Investment Philosophy
A firm-wide commitment to robust fundamental credit across asset classes is paramount. A disciplined, repeatable process focused on specific aspects of risk management has the ability to limit the potential for downside losses.
Our Value Add
- Repeatable Process: Our well-established risk management culture and framework has allowed us to outperform during challenging markets and has contributed to our established track record of delivering strong, risk-adjusted returns across a variety of market conditions.
- Idea Generation: Fueled by our firm-wide commitment to robust fundamental credit analysis across asset classes, which is delivered by our well-resourced global investment teams with a track record of generating alpha.
- Execution: Our execution strength lies in our flat organizational structure, which facilitates efficient communication of investment ideas, and our cohesive investment process, led by a senior portfolio management team that averages more than 26 years of investment experience, 20 years of which are at Barings.
Portfolio Managers
Nathaniel Barker
David Nagle, CFA
Douglas Trevallion II, CFA
RelatedViewpoints
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The Changing Face of Investment Grade Credit
In a recent interview, David Nagle, head of Barings’ multi strategy fixed income group, discussed the state of the investment grade credit market, including how the market has evolved through the years.
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Podcast: Investment Grade Credit—Rates, BBBs and ABS
From inverted yield curves to potential BBB downgrade risk, Barings’ David Nagle discusses some of the key challenges facing investors in the IG markets today.
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Not All Short-Duration Strategies Are Created Equal
Looking to match the return of the broad bond market, with less risk? David Nagle, CFA, Head of Barings’ Multi Strategy Fixed Income Group, highlights a potential solution.
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Multi-Strategy Fixed Income: Which Way Now?
In this piece from Citywire, Barings portfolio managers discuss their approach to investing across global high yield bonds and loans, emerging markets debt and investment grade credit.
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Understanding Where the Risks and Returns are Coming from in Your Short-term Bond Strategy
In this piece from Citywire, Barings portfolio manager David Nagle discusses the importance of understanding the risk / return profile of a short-term bond strategy.
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