Total Return

Our process provides a customized, non-traditional fixed income approach which acts as a complement to traditional products.

Our portfolio management approach addresses today’s unique market environment with tactical efficiency and a simple story to tell.

Our three distinct portfolio management tools allow for flexibility to identify broader opportunities:

  • Duration Management
  • Sector Rotation
  • Quality Rotation

 

 

 

 

 

 

Managing Fixed Income To The Business Cycle

Duration, Credit Quality and Sector Allocation are typically managed based on the four stages of the business cycle:

    1.  Recovery
    2.  Expansion
    3.  Slowdown
    4.  Recession