Investment Grade Taxable Bond
We build Taxable Bond portfolios that prioritize the preservation of your capital while also optimizing portfolio bond yield. The portfolio is designed to align with your individual risk tolerance and income needs. Our investment strategists assess your unique financial considerations and investment objectives to provide a custom investment solution.
Investment Philosophy
Our actively laddered fixed-income strategy is designed to generate income and capital appreciation while prioritizing principal preservation. We integrate macroeconomic insights with in-depth fundamental analysis to identify bonds that offer attractive relative value. The portfolio maintains an intermediate-term duration and employs a dynamic approach to optimize yield to maturity. The strategy includes Investment Grade Corporate Bonds, U.S. Treasury, and Agency Bonds with a minimum credit rating of BBB-/Baa3.
Investment Process
As an active bond manager, we take a sector-focused approach, identifying opportunities in economic and industry segments that exhibit attractive risk-adjusted value. Our process integrates a top-down review of monetary and fiscal policy, along with a detailed yield curve analysis, allowing us to pinpoint optimal relative value across maturities and bond structures. We combine quantitative credit spread analysis with fundamental corporate research to assess creditworthiness. This disciplined approach enhances liquidity management while ensuring adherence to stringent credit quality standards.
Investment portfolios are tailored to meet individual client investment objectives, with custom options that include:
· Income requirements
· Tax-loss harvesting strategies
· Maturity or Duration restrictions
· Company or sector exclusions
We specialize in high-quality, intermediate-maturity investment-grade corporate bonds with an emphasis on relative market liquidity. Our institutional market access enables client portfolios to benefit from a wider and more diverse selection of bonds at competitive prices.
