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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IG Credit: Can the Rally Last?
BBB-rated credits led the first quarter recovery despite early signs of deterioration among fundamentals. With spreads significantly tighter this year, short duration credits may pose an attractive investment option.
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The Changing Face of Investment Grade Credit
In a recent interview, David Nagle, CFA, portfolio manager in the Investment Grade Fixed Income Group, discussed the investment grade credit market, including some of the issues garnering headlines recently and how the market has evolved through the years.
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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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Active Short Duration: A Versatile Strategy
David Nagle, Head of Multi-Strategy Fixed Income, on what sets Barings’ Active Short Duration strategy apart.
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Managing Duration and Interest Rate Risk
David Nagle describes the Active Short Duration strategy’s unique two-pronged investment process.
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