institutional
Intermediate Duration Govt/Corp
The strategy seeks to distinguish itself through thoughtful execution of its conservative investment process. The team’s perspective is typically long-term, but the strategy is agile enough to respond to sudden shifts in market conditions. The holdings are broadly diversified across US investment grade sectors, including Treasuries, Agencies, corporate bonds, and mortgages. The team employs proprietary and third-party analysis to quantify and assess risk/return exposure versus the benchmark index.
team
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Heather J. Perlmutter, Portfolio Manager
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Lawrence M. Fields
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Michael T. Meltzer
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John Petrides
Mutual Funds
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