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Limited Duration

Focus

A domestic debt strategy that employs a top-down and bottom-up approach to primarily invest in a dynamic mix of attractively valued short-term, U.S. investment-grade fixed income securities.

Investment Approach

The investment team believes consistent outperformance can be achieved by actively budgeting risks sourced primarily from the various sectors and subsectors of the shorter term, investment grade fixed income market and intensely managing downside risk by employing rigorous risk management throughout the investment process.

The investment team develops a 6 to 12 month outlook that guides “top-down” portfolio manager-driven sector and subsector risk budgeting decisions. This is complemented by analyst-driven “bottom-up” fundamental research and security selection. Overlays are then executed to ensure the portfolio only exudes the risks the team intends to take and neutralizes those that are unintended.

Limited duration infographic 1

Risk Management

Team Level Monitoring

  • Multi-layered and multi-dimensional risk limits
  • Quantitative stress testing
  • Employment of stop outs

Firm Level Monitoring

  • Comprehensive portfolio review with investment team and senior management
  • Individual security holdings across the entire firm

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