Multi-Sector Fixed Incomeas of December 31, 2016 Print

The Logan Circle Multi-Sector strategy seeks to maximize total return and income while adhering to longer term strategic risk management through a disciplined commitment to the diversification benefits of a multi-sector portfolio. The strategy seeks to exploit Logan Circle’s core competencies in investment grade credit, global high yield, emerging market debt, and global fixed income. Our approach emphasizes security selection to augment our asset allocation process and in our efforts to enhance returns, we:

  • Utilize qualitative and quantitative models to support asset allocation process and construct efficient portfolios;
  • Generate returns from country, credit, and currency exposure;
  • Focus on global relative value across the credit spectrum;
  • Utilize both U.S. dollar and non-dollar securities;
  • Seek to construct portfolios with attractive risk / reward characteristics.
Assets Under Management:
$641 million
Portfolio Leadership Team:

A. Todd Howard, CFA
Andrew J. Kronschnabel, CFA
Scott J. Moses, CFA
Timothy L. Rabe, CFA
Alfio Leone, IV, CFA
Brian D. Funk, CFA VIEW FULL TEAM
Benchmark:
Barclays U.S. Aggregate Bond Index
Inception Date:
October 1, 2006
Download Fact Sheet

SECTOR WEIGHTS (Range)
Core /
IG Credit / Structure
Emerging Markets
(Hard Currency / Corp / LCL)
High Yield /
Bank Loans
International
Fixed Income
30%–70% 10%–35% 10%–35% 10%–25%

Additionally, we view other spread sectors (CMBS, ABS, non-Agency) as providing a further opportunity set for the portfolio management team.

Investors should carefully consider their investment objectives, risks, fees, charges and expenses before investing any money. To obtain this and other information, please email asklogan@lcpim.com to request more information. Please review the Terms of Use of this site for additional details.