For Institutional Investors in the US

Core Plus

A flexible core plus fixed income portfolio that leverages a research-driven investment process in seeking to identify the best opportunities across fixed income sectors

Overview

ABOUT THIS STRATEGY

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 additional alpha through sector rotation and security selection and by seeking to take the right amount of risk at each point in the cycle.

INVESTMENT APPROACH

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.

Featured Insight

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

PORTFOLIO MANAGEMENT

Michael Keough

Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Greg Wilensky, CFA

Head of U.S. Fixed Income | Portfolio Manager

Industry since 1993. Joined Firm in 2020.

Performance

RETURNS (%) (As of Jun 30, 2022)
Composite Gross Composite Net Bloomberg U.S. Aggregate Bond Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross -4.87 -10.64 -10.14 0.81 1.95 2.58 6.23
Composite Net -4.97 -10.83 -10.52 0.40 1.56 2.22 5.73
Bloomberg U.S. Aggregate Bond Index -4.69 -10.35 -10.29 -0.93 0.88 1.54 4.74
RETURNS (%) (As of Jul 31, 2022)
Composite Gross Composite Net Bloomberg U.S. Aggregate Bond Index
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1993)
Composite Gross 1.19 -8.34 -8.94 1.52 2.37 2.68 6.31
Composite Net 1.08 -8.57 -9.32 1.11 1.98 2.32 5.80
Bloomberg U.S. Aggregate Bond Index 1.49 -8.16 -9.12 -0.21 1.28 1.65 4.81

Documents