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Corporate Investment Grade

Summary

Summary

KEY FACTS as of 04/30/2020


Strategy Inception Date
Apr 2017
Strategy AUM
$8.8 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 & Lead Portfolio Manager

22 Years of Industry Experience

Kewjin Yuoh
Kewjin Yuoh

Partner & Portfolio Manager

26 Years of Industry Experience

Yoana N. Koleva
Yoana N. Koleva, CFA

Managing Director & Portfolio Manager

17 Years of Industry Experience

Eric P. Kang
Eric P. Kang

Portfolio Manager

21 Years of Industry Experience

Collaborating with 24 Additional Portfolio Managers 26 Credit Research Analysts & 9 Fixed Income Traders

Portfolio

Portfolio

Portfolio Breakdownas of 04/30/2020

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

Credit Quality Distributionas of 04/30/2020

Type Portfolio Index
U.S. Treasury 0.4% -
AAA 0.8% 1.7%
AA 5.0% 7.4%
A 22.8% 43.5%
BBB 68.6% 47.4%
<BBB 2.3% -

CHARACTERISTICS as of 04/30/2020

Portfolio Index
Portfolio Index
Average Coupon 4.73% 3.94%
Average Life 13.45 Years 11.76 Years
Average Effective Duration 8.39 Years 8.34 Years
Average Yield to Worst 3.97% 2.67%

Performance

Performance

Corporate Credit Below Minimum Institutional Composite

Average Annual Returns as of 04/30/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees -0.97% 6.67% - - - 4.87%
Net of Fees -1.19% 5.94% - - - 4.16%
Bloomberg Barclays US Corp Investment Grade Index 1.42% 9.88% - - - 5.61%

Calendar Year Returnsas of 04/30/2020

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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