Strategy
Investment Approach
- The strategy seeks to provide long-term, competitive, risk-adjusted performance with a specific focus on liability-relative returns for defined benefit plan sponsors
- We believe proprietary fundamental research is the key driver of value-added management in providing long-term competitive performance and avoiding deteriorating securities that could negatively impact funded status
- With a focus on independent credit analysis to identify both attractive opportunities and deteriorating credit profiles, the strategy invests primarily in long-duration investment-grade corporate debt and treasuries with the ability to invest in opportunities not found in standard long duration benchmarks
Past performance is not a reliable indicator of future performance.
Risks