The strategy seeks to generate high total return from both current income and capital appreciation by investing primarily in investment grade, intermediate-term debt securities across the broad fixed income universe. The strategy employs dynamic sector allocation, extensive research and disciplined risk management to generate consistent outperformance of the Bloomberg U.S. Aggregate Index over a full market cycle.
Portfolio Attributes
Inception Date | 1/1/2002 |
Benchmark | Bloomberg U.S. Aggregate Bond Index |
Below Investment Grade Maximum | 20% |
Non-U.S. Exposure Maximum |
35% |
Portfolio Managers Industry Start Date
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David L. Albrycht, CFA
President and Chief Investment Officer1985
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Stephen H. Hooker, CFA
Managing Director and Portfolio Manager1993