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Corporate Investment Grade

Summary

Summary

KEY FACTS as of 02/28/2020


Strategy Inception Date
Apr 2017
Strategy AUM
$8.9 M
Benchmark
Bloomberg Barclays US Corp Investment Grade Index

Vehicles


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

PORTFOLIO MANAGERS

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

Partner & Portfolio Manager

22 Years of Industry Experience

Yoana Koleva
Yoana Koleva, CFA

Managing Director & Portfolio Manager

17 Years of Industry Experience

Adam Backman
Eric P. Kang

Portfolio Manager

0 Years of Industry Experience

Supported By 63 Investment Professionals with 17 Years Avg. Industry Experience

Portfolio

Portfolio

Portfolio Breakdownas of 02/28/2020

Type Portfolio
Type Portfolio
Investment Grade Corporate
U.S. Government Related
ABS
High Yield Corporate
Other
Cash

Credit Quality Distributionas of 02/28/2020

Type Portfolio Index
U.S. Treasury 2.5% -
AAA 1.0% 1.8%
AA 4.8% 7.6%
A 24.1% 40.9%
BBB 67.0% 49.7%
<BBB 0.6% -

CHARACTERISTICS as of 02/28/2020

Portfolio Index
Portfolio Index
Average Coupon 4.8% 3.98%
Average Life 12.27 Years 11.48 Years
Average Effective Duration 8.12 Years 8.15 Years
Average Yield to Worst 2.91% 2.4%

Performance

Performance

Corporate Credit Below Minimum Institutional Composite

Average Annual Returns as of 02/29/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 4.02% 15.77% - - - 7.01%
Net of Fees 3.91% 14.99% - - - 6.29%
Bloomberg Barclays US Corp Investment Grade Index 3.71% 15.81% - - - 6.79%

Calendar Year Returnsas of 02/29/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 13.75% -2.28% - - - - - - - -
Net of Fees 12.98% -2.94% - - - - - - - -
Bloomberg Barclays US Corp Investment Grade Index 14.54% -2.51% - - - - - - - -

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