| Investment Style |
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Real Return is an actively managed bond portfolio strategy that invests primarily in inflation indexed securities. Real Return seeks maximum current income and price appreciation consistent with the preservation of capital and prudent risk taking. All sectors of the inflation indexed security markets are utilized to add value while maintaining an overall risk level similar to the benchmark. |
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| Benchmark |
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Barclays Capital Inflation Linked Bond Index |
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| Portfolio Duration |
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Duration is managed to be within 3 years of the Index. |
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| Market Sectors
Utilized |
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Government, Corporate, Mortgage, Asset Backed, Money Market, and Hedged International. |
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| Value Added |
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Real Return seeks to add value through multiple sources including:
Duration Management
Active Yield Curve Management
Quantitative Research
Sector Rotation
Bottom Up Techniques to Identify Undervalued Securities
Credit Research
Cost Efficient Trading |
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Contact Us page. |
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