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
Resources
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
Resources
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
Resources
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
Resources
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
Resources
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
