| Investment Style |
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Low Duration is a short to intermediate investment bond strategy that seeks to maximize total return while minimizing volatility and preserving capital. All sectors of the bond 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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Merrill Lynch 1-3 Year U.S. Treasury Index |
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| Portfolio Duration |
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Duration is managed between one and three years. |
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| Market Sectors
Utilized |
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Government, Corporate, Mortgage, Asset Backed, Money Market, Emerging Markets, Inflation Linked. |
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| Value Added |
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Low Duration seeks to add value through multiple sources including:
Duration Management
Active Yield Curve Management
Sector Rotation
Bottom Up Techniques to Identify Undervalued Securities
Quantitative Research
Credit Research
Volatility Analysis
Cost Efficient Trading |
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Contact Us page. |
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