Fixed Income

Core

Our Core strategies include Aggregate and Government Credit portfolios. Each of these broadly diversified portfolios focuses on dollar-denominated, high quality, investment grade fixed income securities. Our approach emphasizes non-Treasury sectors that meet our stringent risk/reward parameters. Maturity focus is across the yield curve. To learn more about the process, click here.

Core Aggregate Fact Sheet Download PDF

Core Government Credit Fact Sheet Download PDF

Short Duration

Broadly diversified portfolio of dollar-denominated, high quality, investment grade bonds focusing on shorter maturities (1-5 years). Emphasis is on capital preservation in rising interest rate environments. To learn more about the process, click here.

Short Aggregate Fact Sheet Download PDF

Ultra Short Aggregate Fact Sheet Download PDF

Intermediate

Our Intermediate strategies include Intermediate Aggregate and Intermediate Government Credit portfolios. Each of these broadly diversified portfolios focuses on dollar-denominated, high quality, investment grade fixed income securities in intermediate maturities (1-10 years). Our approach emphasizes non-Treasury sectors that meet our stringent risk/reward parameters. To learn more about the process, click here.

Intermediate Aggregate Fact Sheet Download PDF

Intermediate Government Credit Fact Sheet Download PDF

Long Duration

Diversified portfolio of dollar-dominated, high quality, investment grade bonds designed to immunize a long-term liability stream. Various long duration liability targets are available. To learn more about the process, click here.

Traditional Equity Quantitative Equity

LDI/Long Duration

Diversified portfolio of dollar-dominated, high quality, investment grade bonds designed to immunize a long-term liability stream. Various long duration liability targets are available.

Short Duration

Intermediate

Core

QVM^® Small Mid Cap

This strategy is based on our long history of quantitative equity investing in QVM - Large Cap and focuses on the 501st to 2500th largest companies traded on U.S. stock exchanges. Utilizing 10 separate WEDGE-defined sectors, this portfolio applies a model-driven systematic approach to small-mid cap value investing.

QVM Large Cap

Launched in 1994, this strategy focuses on the 1000 largest companies that are available for purchase on U.S. stock exchanges. Utilizing 8 separate WEDGE-defined sectors, this portfolio applies a model-driven systematic approach to large cap value investing. QVM Large Cap is available as a separate account vehicle and as a commingled investment trust (CIT).

Total Cap Value

Constructed by strategically combining our Small-, Mid- and Large-cap portfolios, we select companies primarily within the broad small, mid, and large cap market segments as captured by the Russell and S&P indices. We adhere to each portfolio’s specific fundamental research and quantitative parameters.

Large Cap Value

Investing in companies primarily within the broad large cap market segment as captured by the large cap Russell and S&P indices, our large cap value portfolio searches for and invests in value opportunities within the largest segment of the equity markets.

Large Cap Value Expanded

We combine our Mid- and Large-cap portfolios to consider companies with market capitalizations primarily within the broad mid and large cap market segments as captured by the mid and large cap Russell and S&P indices. We adhere to each portfolio’s specific fundamental research and quantitative parameters.

Mid Cap Value

This portfolio concentrates on companies primarily within the broad mid cap market segment as captured by the mid cap Russell and S&P indices. Once a stock reaches 1.5 times the upper market cap limit, it will be sold from the portfolio.

Small Mid Cap Value

We combine our Small- and Mid-Cap portfolios to consider companies primarily within the broad small and mid cap market segments as captured by the small and mid cap Russell and S&P indices. We adhere to each portfolio’s specific fundamental research and quantitative parameters. Once a stock reaches 1.5 times the upper market limit, it will be sold from the portfolio. Small Mid Cap is available as a separate account vehicle and as a commingled investment trust (CIT).

Small Cap Value

Our small cap value portfolio focuses on companies primarily within the broad small cap market segment as captured by the small cap Russell and S&P indices. Once a stock reaches twice the upper market cap limit, it will be sold from the portfolio. Small Cap is available as a separate account vehicle and as a commingled investment trust (CIT).

Our Strategies

Fixed Income

Core

Short Duration

Intermediate

Long Duration

LDI/Long Duration

Short Duration

Intermediate

Core

QVM® Small Mid Cap

QVM Large Cap

Total Cap Value

Large Cap Value

Large Cap Value Expanded

Mid Cap Value

Small Mid Cap Value

Small Cap Value

QVM^® Small Mid Cap