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Our portfolio construction process draws from the firm’s broad research resources to integrate investment ideas generated through in-depth analysis. Bond issues are assessed through internally-developed categories to efficiently allocate risk, rather than through traditional benchmark classifications for sector or industry. In this way, the strategy seeks to break down credit markets in a distinct manner, seeking to add value through discovery of additional sources of alpha and risk reduction.
The strategy emphasizes downside protection, and applies overall volatility, tracking error and individual issuer limits. Duration is typically kept within ±1 year of the Bloomberg Barclays U.S. Long Government/Credit Index.
Watch this one-minute video to hear Josh Lohmeier, Head of North American Investment Grade Credit, discuss the origin of his unique approach portfolio construction and its optimization and integration into our Investment Grade credit strategy.
Investment grade bonds offer the potential benefits of attractive yields and enhanced diversification. Our unique approach to portfolio construction expands these benefits through additional sources of alpha and risk reduction.
U.S. Investment Grade Strategies
The U.S. Investment Grade strategies are investment solutions designed to invest in U.S. investment grade credit and are benchmarked against the Bloomberg Barclays Credit indexes.