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Ultra Short



KEY FACTS as of 02/28/2020

Strategy Inception Date
Oct 2016
Strategy AUM
$24.8 B
ICE BofAML U.S. Treasury Bill Index


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


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

Partner & Portfolio Manager

22 Years of Industry Experience

Kewjin Yuoh
Kewjin Yuoh

Partner & Portfolio Manager

26 Years of Industry Experience

Adam Castle
Adam C. Castle, CFA

Portfolio Manager

12 Years of Industry Experience

Yoana Koleva
Yoana Koleva, CFA

Managing Director & Portfolio Manager

17 Years of Industry Experience

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

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Portfolio Breakdownas of 02/28/2020

Type Portfolio
Type Portfolio
Corp Floating
Commercial Paper
U.S. Government Related
Corp Fixed Rate

Credit Quality Distributionas of 02/28/2020

Type Portfolio
A-2/P-2 17.8%
A-3/P-3 17.2%
U.S. Treasury 1.7%
AAA 18.8%
AA 7.5%
A 27.6%
BBB 9.4%
<BBB 0.0%

CHARACTERISTICS as of 02/28/2020

Portfolio Index
Portfolio Index
Average Coupon 1.62% 0%
Average Life 0.83 Years 0.29 Years
Average Effective Duration 0.2 Years 0.29 Years
Average Yield to Worst 1.63% 1.26%



Ultra Short Bond Institutional Composite

Average Annual Returns as of 02/29/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 0.38% 2.93% 2.49% - - 2.40%
Net of Fees 0.35% 2.79% 2.35% - - 2.25%
ICE BofAML U.S. Treasury Bill Index 0.32% 2.27% 1.75% - - 1.62%

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