Products
US Fixed Income
We have been managing fixed income portfolios in Philadelphia since June 1989 when the team was created as the start-up US fixed income business for Morgan Grenfell. The team and products are well regarded, a reputation forged on the back of strong investment results and a distinctive process*. We believe that our investment process creates a unique and a differentiated approach to investing, being based on a pure security selection approach, rather than relying on top-down factors such as interest rate forecasting or sector rotation.
The US Core bond product is the original and founding product of the Philadelphia team. Our Core Plus product is also highly regarded and illustrates our long-standing relationship with the London office; the product has evolved since 1991 and has always been jointly managed.
The team has a long track record, with the seven senior investors having an average of 20 years industry experience, 10 years with the company†.
Key selling points
- Well-established and strong performance track record*
- Experienced and stable team
- Distinct and pure investment approach
US Fixed Income Products
U.S. Core
U.S. Core Plus
U.S. Intermediate Duration
U.S. Liability Driven Investing
U.S. Short Duration
View information on our US Fixed Income Team
* As evidenced by our track record compared to the relevant benchmarks. Performance data is available upon request
† Includes years with predecessor firms