Top down analysis is used to evaluate macroeconomic variables and generate a broad based, data‐driven economic thesis.
Economic theory is coupled with relative value analysis to identify sectors to pursue or avoid based on quantitative risk/return metrics.
Empirical research and a focused, fundamental approach to credit is combined with relative value analysis to identify investible securities.
Unique client objectives are combined with extensive analysis to develop a customized portfolio including duration, maturity, credit, liquidity, & yield targets.
Individual portfolios are continuously monitored and reviewed in a team‐based environment.