Process: Fixed Income
We believe strongly that individual bonds, rather than bond funds are the appropriate vehicle to implement our fixed income strategy. We buy high quality bonds, including government, municipal and high quality corporates. We believe in keeping the duration intermediate to short, and we believe in laddering maturities, particularly in today’s low interest rate environment.
We utilize our research team to understand corporate balance sheets to insure the creditworthiness of Corporate issues, and the stability of municipal entities.Click here to learn about our Equity investment process.