Why choose this strategy?
- As an intermediate term, investment grade strategy that seeks to add value from a broad range of fixed income sectors.
- To pursue strong returns based on security and sector selection while seeking to mitigate interest rate risk.
- To seek above-average total return through a combination of current income and capital appreciation.
Investment strategy
- Portfolio managers seek to identify the best opportunities using Loomis in-house research, emphasizing bottom up security selection combined with top down macro analysis
- Investment ideas are evaluated on a potential return versus contribution to portfolio risk basis, emphasizing diversification
- Risk is managed on an overall portfolio basis, and kept within defined ranges to capitalize on potential market opportunities
- Duration is typically managed within a close range to the index. Duration bands are +/- 1 year, but is typically managed closer
- Investment flexibility offers access to a broad range of fixed income markets, typically includes US Treasurys, Agencies, Investment Grade Corporate Bonds, and Yankee Bonds.
- Strategy holdings are typically between 50-90 individual securities, and can utilize no-fee funds for access to higher minimum securities and provide additional diversification
