Asset Management

The Short-Term Bond investment strategy invests mostly in U.S. Treasury and agency securities and investment-grade corporate bonds with maturities less than five years.

The Short-Term Bond investment strategy may identify and invest in undervalued or overlooked issues for potential superior returns. The portfolio management team seeks to maintain a dollar-weighted average maturity of portfolio holdings of no more than three years and can invest up to 15 percent of its assets in the securities of foreign issuers.

In addition, our centralized credit research team conducts rigorous analysis of borrowers on an ongoing basis. The credit analysis process includes analyzing company financial statements, meeting with company management, and reviewing rating agency financials on a quarterly basis.

Related Professionals

John Cerra

John Cerra 

Managing Director,
Global Public Markets

Richard Cheng

Richard Cheng

Managing Director,
Global Public Markets

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