Multi-Sector Fixed Incomeas of September 30, 2018 Print

The Multi-Sector strategy seeks to outperform the broad fixed income market by investing in U.S. investment grade bonds, supplemented with U.S. high yield bonds, emerging market debt sovereign and corporate securities, and international currency and bonds in both established and emerging markets. Additionally, we view other spread sectors (CMBS, ABS, non-Agency) as providing a further opportunity set for the portfolio management team.

Assets Under Management:
$483 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, CFAVIEW FULL TEAM
Benchmark:
Bloomberg Barclays U.S. Aggregate Bond Index
Inception Date:
October 1, 2006
Download Fact Sheet
Available Vehicles:

Separately Managed Accounts

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.