Products

Long-Term Outperformance Through Risk-Controlled, Focused Processes

Fixed Income

The goal of our fixed-income strategies is to deliver excess returns net of fees relative to client benchmarks. Portfolio managers work closely with investors to identify desired sector exposure and portfolio duration. Closely following these parameters, with a clear focus on downside risk, we identify economic fundamentals and market conditions that provide us an edge in delivering risk-adjusted returns. more

Liquidity

Our Liquidity Products target a high level of current income while sustaining consistent focus on capital preservation, liquidity over the short term, and the desired weighted-average maturity of each portfolio. These strategies analyze fundamentals and market conditions to help maximize current income.more

Equity

The Small Cap Value, Midcap Value, and SMID (Small/Mid) Cap Value strategies reflect our belief that attractive returns can be achieved over a full market cycle within the small and mid- capitalization universes by combining a systematic quantitative approach with traditional fundamental analysis. The Equity Investment Team manages the client portfolios utilizing a clearly defined, highly disciplined process. Our investment process is designed to create diversified portfolios of equity securities with attractive valuations that also exhibit positive earnings trends. Our emphasis is on creating stable portfolios with modest turnover.more