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Corporate Investment Grade

Summary

Summary

KEY FACTS as of 04/30/2019


Strategy Inception Date
Apr 2017
Strategy AUM
$6.5 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

21 Years of Industry Experience

Kewjin Yuoh
Kewjin Yuoh

Partner & Portfolio Manager

25 Years of Industry Experience

Supported By 68 Investment Professionals with 15 Years Avg. Industry Experience

Portfolio

Portfolio

Portfolio Breakdownas of 04/30/2019

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

Credit Quality Distributionas of 04/30/2019

Type Portfolio Index
U.S. Treasury 1.1% -
AAA 2.8% 1.8%
AA 3.1% 7.8%
A 20.6% 39.7%
BBB 71.9% 50.7%
<BBB 0.5% -

CHARACTERISTICS as of 04/30/2019

Portfolio Index
Portfolio Index
Average Coupon 5.23% 4.04%
Average Life 10.91 Years 10.86 Years
Average Effective Duration 6.42 Years 7.41 Years
Average Yield to Worst 4.02% 3.60%

Performance

Performance

Corporate Credit Below Minimum Institutional Composite

Average Annual Returns as of 03/31/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 4.76% 4.29% - - - 3.73%
Net of Fees 4.58% 3.58% - - - 3.03%
Bloomberg Barclays US Corp Investment Grade Index 5.14% 4.94% - - - 3.40%

Calendar Year Returnsas of 03/31/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees -2.28% - - - - - - - - -
Net of Fees -2.94% - - - - - - - - -
Bloomberg Barclays US Corp Investment Grade Index -2.51% - - - - - - - - -

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