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Intermediate Government/Credit

Summary

Summary

KEY FACTS as of 07/31/2019


Strategy Inception Date
Nov 2011
Strategy AUM
$404.5 M
Benchmark
Bloomberg Barclays Intermediate Govt/Credit Index

Vehicles


  • This strategy is available as a:
  • Separate Account

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 70 Investment Professionals with 15 Years Avg. Industry Experience

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Portfolio

Portfolio

Portfolio Breakdownas of 07/31/2019

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

Credit Quality Distributionas of 07/31/2019

Type Portfolio Index
U.S. Treasury 50.7% 60.9%
Agency 0.5% 1.9%
AAA 13.1% 3.9%
AA 5.9% 3.6%
A 11.2% 13.4%
BBB 18.1% 16.3%
<BBB 0.5% -

CHARACTERISTICS as of 07/31/2019

Portfolio Index
Portfolio Index
Average Coupon 3.03% 2.70%
Average Life 4.31 Years 4.27 Years
Average Effective Duration 3.67 Years 3.90 Years
Average Yield to Worst 2.49% 2.20%

Performance

Performance

Intermediate Government/Credit Institutional Composite

Average Annual Returns as of 06/30/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 4.95% 6.86% 2.29% 2.62% - 2.67%
Net of Fees 4.83% 6.63% 2.06% 2.37% - 2.41%
Bloomberg Barclays Intermediate Govt/Credit Index 4.97% 6.93% 1.99% 2.39% - 2.17%

Calendar Year Returnsas of 06/30/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees 0.93% 2.50% 2.85% 0.92% 3.73% -0.36% - - - -
Net of Fees 0.71% 2.27% 2.59% 0.66% 3.48% -0.65% - - - -
Bloomberg Barclays Intermediate Govt/Credit Index 0.88% 2.14% 2.08% 1.07% 3.13% -0.86% - - - -

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