Short Term Income

Overview

The Short Term Income strategy seeks a high level of current income consistent with the stability of principal by investing primarily in high quality short-term fixed income securities that are deemed to be investment grade at the time of purchase.

Why choose this investment strategy?

Our Short Term Income strategy seeks to:

  • Combine high credit quality with low duration
  • Use a fundamental research-driven process to deliver consistent results through a market cycle
  • Leverage fixed-income expertise where credit selection and sector allocation are key drivers of returns, not interest rate positioning

Where Short Term Income invests:

The strategy is primarily composed of short duration investment grade corporate bonds and opportunistically utilizes non-index positions in structured products as well as U.S. government agency bonds.