Logan Circle’s Short-Term Actively Managed Program (“STAMP”) Opportunistic Fixed Income strategy utilizes a top-down approach and seeks to consistently generate excess returns by actively managing exposures to the most attractively valued sectors and securities within the investment grade and high yield markets. The strategy seeks to leverage our deep fundamental research capabilities in both credit and structured product sectors while controlling interest rate risks. Portfolios are constructed within this framework and are concentrated in Corporate Credit, Mortgage-Backed, Asset-Backed and Municipal sectors. At a minimum, the average credit quality is “BBB” and individual investments have a “B” or better quality rating. For the STAMP Opportunistic portfolios, individual securities will have a maturity/average life of five years and shorter.
|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 BofA Merrill Lynch 0–2 Year U.S. Treasury Index
Non-Index Structures include:
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