top of this page

Global Fixed Income Strategy

Inception Date: 1993

Objective: Seeks superior long-term returns at reduced levels of risk by investing primarily in global bonds.

Approach: Employs a disciplined investment process, combining quantitative screening models with original fundamental research.

Investment Criteria: Invest in high quality issues, primarily governments, which are rated AA or better issued by the U.S. government and various foreign governments, supranational issuers and high quality credits of corporation. Benchmarks for this investment include the Salomon Smith Barney World Government Bond Index or other similar indices. There is limited exposure to emerging markets. Bonds rated below investment grade are not permitted.

Risk Control: Risk / return assessment is always considered in constructing portfolios and central to the process.

Request for more information



go back to main menu of this page.