Short Term Fixed Income Overview:
We strive for preservation of capital, consistent income, and alpha generation through a diversified portfolio of investment grade government, corporate, and securitized bonds.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
June 1997 |
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Benchmark: |
Barclays 1-5 Yr. Govt. Credit A+ |
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Firmwide Fixed Income AUM |
$2.346 Billion |
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Assets in Strategy: |
$1.132 Billion |
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Committee Chair: |
Jeffrey R. Porter, CFA |
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Above info as of 3/31/12 |
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Intermediate Fixed Income Overview:
We strive for preservation of capital and consistent income through a diversified portfolio of high quality bonds in the intermediate maturity range. Consistency of approach and adherence to sound fundamental analysis is the basis of our conservative investment process.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
January 1985 |
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Benchmark: |
Barclays Int. Govt. Credit |
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Firmwide Fixed Income AUM |
$2.346 Billion |
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Assets in Strategy: |
$264.8 Million |
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Committee Chair: |
Jeffrey R. Porter, CFA |
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Above info as of 3/31/12 |
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Intermediate Credit Fixed Income Overview:
We strive for preservation of capital and consistent income through a diversified portfolio of high quality bonds in the intermediate maturity range. Consistency of approach and adherence to sound fundamental analysis is the basis of our conservative investment process.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
June 2005 |
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Benchmark: |
Barclays Intermediate Credit |
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Firmwide Fixed Income AUM |
$2.346 Billion |
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Assets in Strategy: |
$85.8 Million |
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Committee Chair: |
Jeffrey R. Porter, CFA |
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Above info as of 3/31/12 |
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Core Fixed Income Overview:
A diversified portfolio of investment
grade government, corporate, and
securitized bonds. Consistency of
approach and adherence to sound
fundamental and relative value analysis
is the basis of our investment process.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
June 2002 |
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Benchmark: |
Barclays U.S. Aggregate |
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Firmwide Fixed Income AUM |
$2.346 Billion |
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Assets in Strategy: |
$410.6 Million |
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Committee Chair: |
Jeffrey R. Porter, CFA |
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Above info as of 3/31/12 |
Long Term Fixed Income Overview:
We strive for
preservation of capital, consistent income, and
alpha generation through a diversified
portfolio of investment grade government,
corporate, and supranational bonds.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
Sept. 2009 |
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Benchmark: |
Barclays U.S. Long Credit Aa |
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Firmwide Fixed Income AUM |
$2.346 Billion |
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Assets in Strategy: |
$91.88 Million |
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Committee Chair: |
Jeffrey R. Porter, CFA |
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Above info as of 3/31/12 |
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Balanced Portfolio Overview:
The portfolio strives for superior total returns and a high degree of preservation of capital and consistent income through a growth-oriented, diversified portfolio of high quality securities.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
January 1, 1985 |
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Benchmark: |
60/40 Blend* |
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Assets in Strategy: |
$720.4 Million |
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Avg. Number of Positions: |
35-45 |
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Weighted Avg. Market Cap: |
$85.6 Billion |
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* 60% S&P 500 / 40% BCIGCI Blend Return % (dividends reinvested)
Above info as of 3/31/12 |
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