U.S. Core Fixed Income

Summary

TARGET

Tracking Error 1% - 2% over a standard market cycle
Excess Return 0.5% - 1% over a standard market cycle

INVESTMENT TEAM

Charles Tan

Robert V. Gahagan

2 Client Portfolio Managers

Documents & Resources

 

The U.S. Core Fixed Income strategy invests across the major investment-grade bond sectors in an effort to create a broadly diversified, high-quality, intermediate-duration, fixed income portfolio, while controlling risk relative to the benchmark.

We believe that significant areas of the bond market are inherently inefficient and mean reverting. Opportunities exist to exploit the bond market's inefficiencies and mean reversion tendencies through a diverse collection of active positions in duration, yield curve, sector allocation, sector management and security selection encompassed within a risk-managed framework.

Underlying Tenets:

  • Proprietary Fundamental Research
  • Diversified Sources of Return
  • Active Risk Budgeting

Availability

Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.

Performance

*Annualized

Sources: Bloomberg Index Services Ltd, FactSet

Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.

Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.