We provide comprehensive and timely reports that are customized to satisfy each client's internal reporting needs. The Portfolio provides convenience, daily liquidity and monthly dividend payments. Short Term Fixed Income portfolios are typically customized to concentrate on U.S. Government and asset-backed securities with maturities of up to five years. Risk is controlled through sector allocation and yield curve analysis. Enhanced strategies also invest in high yield and emerging market debt.
Risk is controlled through active credit, liquidity and cash-flow analysis.
High Yield portfolios aim to produce a high level of income and capital appreciation through portfolios diversified by industry, issuer and security. Risk is controlled by rigorous quantitative screening and qualitative analysis, as well as credit analysis and ongoing credit monitoring. These portfolios are supported by one of the largest and most highly regarded high yield research staffs in the industry. Emerging Markets portfolios focus on dollar-denominated securities issued by governments of developing countries, with selective investments in corporate and local currency debt. Our management style is benchmark-driven and emphasizes those countries that are making the most progress toward stable economic growth with low inflation.