An income strategy, systematically allocating to thousands of opportunities across global fixed income, with lower allocations to equities and commodities.
Available with ESG considerations.
Our goal is to generate income, as well as preserve the purchasing power of investor’s capital through a diversified mix of fixed income, equities, and liquid alternative asset class exposures, including private credit, real estate investment trusts and commodities. This strategy can become hedged or tactically short to a limit.
We aim to beat our benchmarks on a risk-adjusted basis over 7-10 year rolling windows. This strategy benchmarks against Bloomberg U.S. Aggregate Bond Index.
Sophisticated quantitative strategy for optimal diversification across durations, credit qualities, credit sectors, geographies, and factors
Aims to maximizes risk-adjusted excess returns through uncorrelated fixed income factors and dynamic portfolio management
Preserves capital by reducing portfolio risk through factor diversification and risk-neutral approach
Enhances performance with judicious use of leverage and hedging techniques, adapting to market conditions
Request Performance, Risk Statistics & Strategy Detail ›
Please see ADV 2A for additional detail on fees and disclosures.
Treasuries & Agencies
U.S. Treasury Bills
U.S. Treasury Notes
U.S. Treasury Bonds
Treasury Inflation-Protected Securities
Mortgage-Backed Securities
Corporate Credit
Investment Grade
High Yield
Convertibles
Tech & Telecom
Consumer Cyclicals
Consumer Non-Cyclicals
Energy
Financial & REIT
Health Care
Industrial
Non-U.S. Fixed Income
Developed Market Government
Developed Market Corporate
Emerging Market Government (USD)
Emerging Market Government (Local)
Emerging Market Corporate
Fixed Income Alternatives
Dividend Equities
Option Strategies
Arbitrage Strategies
Private Capital
Real Estate
Commodities
Schedule a meeting with us now and discover how this strategy can add value to your portfolio.