1919 Taxable Intermediate Duration Fixed Income Strategy

Seeks long-term, attractive returns while managing risk by investing in a diversified portfolio of Treasuries, Agencies, mortgage- and asset-backed securities, and investment-grade corporate bonds that primarily mature within 10 years.

Our Latest Strategy Materials

Fact Sheet file-pdf

Investment Approach

A top-down, macro approach is utilized when determining sector, duration, and term structure decisions:

  1. Proprietary research and credit resources are leveraged to manage credit risk

  2. Identify sectors with the greatest return potential

  3. Select bonds based on credit fundamentals and security structure

  4. Manage maturity and term structure according to economic outlook, interest rate forecasts and yield curve analysis

  5. Portfolio Selection/Construction


All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.