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Fixed Income Management

Fixed income management activity can be broken down into four broad categories¹:

We construct accounts in light of the current market environment with the goals of providing value and maximizing after-tax total returns through active management strategies. Our investment strategies have tight credit and diversification controls, with broad duration/maturity guidelines that allow accounts to act when opportunities present themselves. As a result of these guidelines, the strategies are benchmark aware but not benchmark hugging.

Diversification does not ensure a profit or protect against loss.
¹Inspired by the book “Managing a Family-Fixed Income Portfolio” by Aaron Gurwitz, 2000