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Fixed Income

LAM Short Term Maturity

Objective

The LAM Short Term Maturity strategy is managed to outperform the iMoneyNet Government Institutional peer group over rolling 3 year periods.

Investment Approach

  • A team approach that combines research and portfolio management disciplines
  • We seek to generate yield in excess of traditional money market products through a slightly longer duration exposure in the portfolio

LAM 1-3 Year Government

Objective

The LAM 1-3 Year Government strategy is managed to outperform the Merrill Lynch 1-3 Year Government Index over rolling 3 year periods.

Investment Approach

  • A team approach that combines research and portfolio management disciplines
  • We seek to add value in the fixed income markets utilizing four primary tools:
  • Yield curve structure
  • Duration risk management
  • Sector selection
  • Security selection

LAM 1-3 Year Government/Corporate

Objective

The LAM 1-3 Year Government/Corporate strategy is managed to outperform the Merrill Lynch 1-3 Year Government/Corporate Index over rolling 3 year periods.

Investment Approach

  • A team approach that combines research and portfolio management disciplines
  • We seek to add value in the fixed income markets utilizing four primary tools:
  • Yield curve structure
  • Duration risk management
  • Sector rotation
  • Security selection

Intermediate Government/Credit A or Better

Objective

A high-quality portfolio structured to achieve excess return relative to the Barclays Capital Intermediate Government/Credit A+ Index.

Investment Approach

  • A team approach that combines research and portfolio management disciplines
  • Combine fundamental work with qualitative measures
  • We seek to add value in the fixed income markets utilizing four primary tools:
  • Security selection
  • Sector rotation
  • Yield curve structure
  • Duration risk management
  • Our valuation work helps to control risk in a disciplined way

Intermediate Government

Objective

The Intermediate Government strategy is a high-quality portfolio managed to outperform similarly managed portfolios and the benchmark, Lehman Brothers Intermediate Government Index.

Investment Approach

  • A team approach that combines research and portfolio management disciplines
  • Combine fundamental work with qualitative measures
  • We seek to add value in the fixed income markets utilizing four primary tools:
  • Security selection
  • Sector rotation
  • Yield curve structure
  • Duration risk management
  • Our valuation work helps to control risk in a disciplined way

Core Fixed Income

Objective

The Core Fixed Income strategy is a high-quality portfolio managed to outperform similarly managed portfolios and the benchmark, Barclays Aggregate Bond Index.

Investment Approach

  • A team approach that combines research and portfolio management disciplines
  • Combine fundamental work with qualitative measures
  • We seek to add value in the fixed income markets utilizing four primary tools:
  • Security selection
  • Sector rotation
  • Yield curve structure
  • Duration risk management
  • Our valuation work helps to control risk in a disciplined way

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