Fixed Income

Our fixed income team focuses on securities with high credit quality and stable cash flow. We emphasize government issued mortgage-backed securities (MBS), including collateralized mortgage obligations (CMOs), and ‘AAA’ asset-backed securities (ABS). We feel that these securities can deliver attractive yields while limiting credit and event risk. We seek to add value from security selection, sector allocation and yield curve positioning.

FIXED INCOME

Our fixed income team seeks to limit downside risk and to add value primarily through security selection within the government and ‘AAA’ rated mortgage-backed and asset-backed security sectors, which historically have offered a substantial yield premium to government securities.

SHORT DURATION

High Quality Ultra Short Securitized

8 years

History

$81 mm

Assets

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High Quality Short Duration 0-2 Year

24 years

History

$216 mm

Assets

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High Quality Short Duration 1-3 Year

31 years

History

$724 mm

Assets

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High Quality Short Duration 1-5 Year

24 years

History

$0.5 mm

Assets

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INTERMEDIATE/CORE

High Quality Intermediate

31 years

History

$203 mm

Assets

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High Quality Premier

30 years

History

$164 mm

Assets

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FIXED INCOME INVESTMENT PROFESSIONALS

Jim Womack, CFA

Jim Womack, CFA

Portfolio Manager

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Brad Buie, CFA

Brad Buie, CFA

Portfolio Manager

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Kyle Johns, CFA

Kyle Johns, CFA

Portfolio Manager

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INVESTMENT APPROACH

An approach that seeks to limit downside risk and to add value primarily through security selection within the government and ‘AAA’ rated mortgage-backed and asset-backed security sectors.

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