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Investment Philosophy

Our investment philosophy revolves around the following principles:

  • We believe that fixed income markets exhibit areas and moments of inefficiency that create opportunities for skilled managers to add value in relation to a client's long-term investment objective.
  • We commit to the principle of portfolio diversification and believe that active decisions in duration and yield curve management, sector allocation, and security selection can produce favorable long-term absolute and relative returns by taking compensated risks throughout time.
  • We require a continuous monitoring, management, and justification of risk exposures fully embedded throughout the research and portfolio management processes that combine quantitative tools with judgment and experience.

Learn more about our Research expertise