Tactical Fixed Income

Strategy Description

The Tactical Fixed Income strategy seeks to provide current income, capital appreciation and preservation by investing in a broadly diversified portfolio of bonds. The strategy employs a quantitative approach to opportunistically rotate between multiple bond sectors in an attempt to adjust the portfolio through shifting interest rate and credit cycles.

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Key Benefits
  • Capital preservation objective with overall high investment grade portfolio quality
  • Tactical management of portfolio duration designed to minimize interest rate risk
  • Hedged against inflation with exposure to inflation protected securities
  • Broad diversification in multiple bond asset classes across multiple sectors
  • Hedged against US dollar weakness with exposure to international bonds denominated in foreign currencies