The philosophy behind FCI’s fixed income investment strategy is the belief that bond portfolios represent the more stable portion of an overall investment allocation and are primarily utilized to offset the volatility of riskier assets such as equities.
It is not our approach, therefore, to squeeze out the last bit of return from some of the less liquid or riskier corners of the bond market. Instead, our philosophy is to employ a time-tested disciplined investment process to construct a high-quality portfolio that is suitable for the given set of market conditions.
Investment Objective
FCI’s fixed income investment strategy seeks to deliver superior returns relative to the Barclays Capital Intermediate Government/Credit Index over a market cycle, while limiting the risk incurred by maintaining a high credit profile. We strive to consistently move the portfolio in the direction of best opportunities while reducing the potential of a significantly negative credit event.
Download Intermediate Fixed Income Strategy Tear Sheet
Investment Objective
FCI’s fixed income investment strategy seeks to deliver superior returns relative to the Barclays Capital Government/Credit A+ Rated Index over a market cycle, while limiting the risk incurred by maintaining a high credit profile. We strive to consistently move the portfolio in the direction of best opportunities while reducing the potential of a significantly negative credit event.
Download Core Fixed Income Strategy Tear Sheet
Investment Objective
FCI’s fixed income investment strategy seeks to deliver superior returns relative to the Barclays Capital Government/Credit A+ Rated Index over a market cycle, while limiting the risk incurred by maintaining a high credit profile. We strive to consistently move the portfolio in the direction of best opportunities while reducing the potential of a significantly negative credit event.
Download Government Credit Fixed Income Strategy Tear Sheet
Investment Objective
FCI’s fixed income investment strategy seeks to deliver superior returns relative to the Merrill Lynch Corporate Intermediate A+ Index over a market cycle, while limiting the risk incurred by maintaining a high credit profile. We strive to consistently move the portfolio in the direction of best opportunities while reducing the potential of a significantly negative credit event.
