Short Duration Income Strategy : Overview

A fixed-income strategy is often critical to institutional clients who depend on income or have wealth preservation goals. Our fixed income strategy generally invests at least 80% of holdings in fixed-income securities, including corporate bonds, U.S. government and agency bonds, mortgage-backed securities, asset backed securities and securities issued by foreign governments.  The strategy expects to manage its portfolio to have an average effective duration of between one and 3½ years.

We take a disciplined approach, only acting on opportunities that are in line with our core mission and reflect a careful balance of risk and reward. And we remain flexible, holding onto cash if we believe it will lead to the best outcome.

Strategy Statistics

As of September 30, 2019
Total net assets (in millions) $834.9
Investment types: This strategy invests in debt securities with durations of one to 3 1/2 years
Status: Open to new investors
Minimum new account size: $10 Million
This strategy is also available as a mutual fund.