Fixed-Income Strategies for pursuing a Path to Great Performance
From our founding, we set out to be a different kind of fixed-income portfolio manager. Our fixed-income strategies have always been analytically driven, and early on we turned that expertise away from simply identifying relative value and towards developing and delivering a complete decision-making framework under which our clients—community financial institutions—can make their own fixed-income investment decisions in an informed, confident manner. Under this framework, which we call Shape Management®, investors don’t simply choose between bond offerings—they select the investments that fit into a plan for managing their entire fixed-income portfolio and balance sheet strategies.
Mouse over the image below to see the Cycle of Disciplined Investing in action