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Inflation Focused

Summary

Summary

KEY FACTS as of 05/29/2020


Strategy Inception Date
Apr 2011
Strategy AUM
$640.7 M
Benchmark
Bloomberg Barclays U.S. TIPS 1-5 Year Index
eVestment Universe
US TIPS / Inflation Fixed Income

Vehicles


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

PORTFOLIO MANAGERS

Kewjin Yuoh
Kewjin Yuoh

Partner & Lead Portfolio Manager

26 Years of Industry Experience

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

Partner & Portfolio Manager

22 Years of Industry Experience

Steven F. Rocco
Steven F. Rocco, CFA

Partner & Director of Taxable Fixed Income

19 Years of Industry Experience

Hyun Lee
Hyun Lee, CFA

Portfolio Manager

19 Years of Industry Experience

Robert A. Lee
Robert A. Lee

Partner & Chief Investment Officer

29 Years of Industry Experience

Collaborating with 23 Additional Portfolio Managers 26 Credit Research Analysts & 9 Fixed Income Traders

Portfolio

Portfolio

Portfolio Breakdownas of 05/29/2020

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

Credit Quality Distributionas of 05/29/2020

Type Portfolio Index
U.S. Treasury 5.2% 100.0%
Agency 1.2% -
AAA 18.9% -
AA 10.8% -
A 8.8% -
BBB 39.8% -
<BBB 14.4% -
Not Rated 1.0% -

CHARACTERISTICS as of 05/29/2020

Portfolio Index
Portfolio Index
Average Coupon 3.55% 0.4%
Average Life 3.02 Years 3.14 Years
Average Effective Duration 2.98 Years 0.68 Years
Average Yield to Worst 4.16% 0.45%

Performance

Performance

Inflation Focused Institutional Composite

Average Annual Returns as of 05/31/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees -8.30% -5.82% -0.56% 0.23% - 0.42%
Net of Fees -8.39% -6.06% -0.81% -0.04% - 0.13%
Bloomberg Barclays U.S. TIPS 1-5 Year Index 1.34% 3.55% 2.29% 1.87% - 1.18%

Calendar Year Returnsas of 05/31/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 5.56% -0.57% 2.10% 5.76% -1.50% -4.49% -1.02% 10.69% - -
Net of Fees 5.30% -0.82% 1.83% 5.43% -1.80% -4.79% -1.33% 10.36% - -
Bloomberg Barclays U.S. TIPS 1-5 Year Index 5.08% 0.41% 0.80% 3.13% -0.14% -1.13% -1.96% 2.66% - -

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