Process

Our investment decisions take place in a team environment. Team-managed portfolios bring multiple perspectives onto the same issue and allow for healthy discussion and examination of the factors at play. Combining this team-based approach with the 5-Step Process detailed below, we have created a culture where investments are carefully evaluated through a proven methodology.

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Macro Outlook

Top down analysis is used to evaluate macroeconomic variables and generate a broad based, data‐driven economic thesis.

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Sector Analysis

Economic theory is coupled with relative value analysis to identify sectors to pursue or avoid based on quantitative risk/return metrics.

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Security Selection

Empirical research and a focused, fundamental approach to credit is combined with relative value analysis to identify investible securities.

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Portfolio Structure

Unique client objectives are combined with extensive analysis to develop a customized portfolio including duration, maturity, credit, liquidity, & yield targets.

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Total Portfolio Management

Individual portfolios are continuously monitored and reviewed in a team‐based environment.

Process

Process

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