Value Short Duration

Investment Objective

The Value Short Duration strategy seeks long-term total return consistent with the preservation of capital.


The strategy uses a value-driven approach and seeks to generate return by investing in a portfolio of investment grade, fixed income securities. Income is especially important in managing a short duration mandate, and our investment objective is to balance the goals of stability of capital and total return.

The strategy seeks to add value by capitalizing on imbalances in the relationships among sectors and individual bonds. We believe that investing in undervalued sectors and bonds and selling expensive ones using a relative value assessment is the ideal process to capture value.

The strategy typically invests in US dollar-denominated fixed income securities including governments, corporate bonds, securitized bonds, sovereign and supranational entities, as well as municipal bonds. The strategy is duration neutral, meaning that portfolio duration is set in an attempt to meet client objectives and does not incorporate forecasts or speculation. There is no exposure to currency risk, high yield bonds or emerging market debt.

Management Team

Investment Philosophy

Investment Process

Key Features

Investment Options*

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