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Core Plus Full Discretion

Summary

Summary

KEY FACTS as of 10/31/2019


Strategy Inception Date
Dec 2015
Strategy AUM
$1.4 B
Benchmark
Bloomberg Barclays U.S. Universal Index
eVestment Universe
US Core Plus Fixed Income

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund

PORTFOLIO MANAGERS

Kewjin Yuoh
Kewjin Yuoh

Partner & Portfolio Manager

25 Years of Industry Experience

Andrew H. O'Brien
Andrew H. O'Brien, CFA

Partner & Portfolio Manager

21 Years of Industry Experience

Supported By 64 Investment Professionals with 15 Years Avg. Industry Experience

Portfolio

Portfolio

Portfolio Breakdownas of 10/31/2019

Type Portfolio
Type Portfolio
MBS
Investment Grade Corporate
ABS
U.S. Government Related
CMBS
Sovereign
High Yield Corporate
Bank Loans
Other
Cash

Credit Quality Distributionas of 10/31/2019

Type Portfolio Index
U.S. Treasury 12.3% 33.5%
Agency 23.7% 24.3%
AAA 15.2% 3.9%
AA 5.5% 3.7%
A 16.0% 11.8%
BBB 19.5% 15.7%
<BBB 7.8% 7.0%

CHARACTERISTICS as of 10/31/2019

Portfolio Index
Portfolio Index
Average Coupon 3.48% 3.55%
Average Life 7.21 Years 7.69 Years
Average Effective Duration 5.48 Years 5.64 Years
Average Yield to Worst 2.82% 2.60%

Performance

Performance

Core Plus Full Discretion Institutional Composite

Average Annual Returns as of 10/31/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 10.12% 10.89% 4.26% - - 5.41%
Net of Fees 9.93% 10.66% 3.82% - - 4.90%
Bloomberg Barclays U.S. Universal Index 9.15% 11.36% 3.57% - - 4.35%

Calendar Year Returnsas of 10/31/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -0.83% 5.36% 6.36% - - - - - - -
Net of Fees -1.14% 4.65% 5.64% - - - - - - -
Bloomberg Barclays U.S. Universal Index -0.26% 4.09% 3.91% - - - - - - -

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