Logan Circle’s Intermediate Government/Credit Fixed Income strategy utilizes a top-down approach and seeks to consistently generate excess returns through actively managed sector, security and yield curve level strategies while containing duration risk. The team seeks to leverage Logan Circle’s deep fundamental credit research and analytical capabilities to enhance returns. Portfolios are broadly diversified across U.S. investment-grade sectors (Treasury, Agency, Corporate, Securitized, Municipal and Money Market). At a minimum, the average portfolio credit quality is Aa3 or AA-.
|SECTOR WEIGHTS (Range)|
1 Target Alpha is an investment objective and not a promise of future results or performance. It is calculated gross of fees over a 3 to 5 year time horizon. There can be no assurance that a portfolio will achieve its target alpha.
2 Barclays Capital Intermediate Government/Credit Index
Non-Index Structures include:
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