Intermediate Credit

investment process

Strategy Highlights

Style: Intermediate Credit


Inception: 7/1/2005


Benchmark: Bloomberg Int Credit Index


  • Approximately 40 issues
  • Duration neutral to Index
  • Standard allocation may include: governments, agencies, securitized, and corporate bonds
  • Bonds are investment grade at purchase

Investment Policy Committee

Jeff Porter, CFA  Committee Chair

John Beaver, CFA

Brian Guild

John Corrigan, CFA

key documents

Intermediate Credit Strategy Card

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210