ABOUT THIS FUND
Using our broad global research capabilities, we strive to exploit fixed income market inefficiencies by building a structural foundation that we believe serves as a better starting point than traditional benchmarks. We aim to generate outperformance through sector rotation and security selection and by seeking to take the right amount of risk at each point in the cycle.
WHY INVEST IN THIS FUND
Our Team: A culture of collaboration, global integration and a research-first mentality is the cornerstone to our team’s process.
Disciplined Risk Budgeting: We target repeatable performance by building a structural foundation of more optimal allocations designed to serve as a better starting point than traditional benchmarks.
High Conviction: We dynamically allocate risk across market cycles and invest with conviction, with bottom-up research expected to drive excess returns.
COMPETITIVE RISK-ADJUSTED RETURNS
10-Year Risk/Reward – Fund vs. Index and Peers as of 3/31/23