Asset Management

The Core Plus Fixed Income investment strategy seeks a favorable long-term total return through income, while also giving special consideration to capital preservation. The strategy invests primarily in high-quality, investment-grade fixed income securities. In addition, the strategy invests in high-yield and emerging markets fixed-income securities in an effort to improve the strategy's total return.

The Core Plus Fixed Income team uses a detailed approach that emphasizes extensive credit research, yield-curve analysis and ongoing assessments of duration characteristics in an effort to identify undervalued market sectors and individual securities. A top-down macro-economic analysis enables the investment team to determine allocation between the core, high yield and emerging markets fixed income segments. The team carefully manages portfolio risk related to ratings downgrades and defaults by analyzing company financial statements, reviewing rating agency reports, and assessing industry trends on a quarterly basis.

Related Professionals

Bill Martin

William Martin

Managing Director,
Global Public Markets

John Cerra

John Cerra 

Managing Director,
Global Public Markets

Kevin Lorenz

Kevin Lorenz 

CFA, Managing Director,
Global Public Markets

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