Intermediate Credit

Fixed Income Strategies

Short Term Fixed Income

Intermediate Credit

Intermediate Fixed Income

Core Fixed Income

highlights

Philosophy

process

 

Style:  Intermediate Credit

Inception:  7/1/2005

Benchmark: Bloomberg Barclays

Approximately 40 issues

Duration neutral to Index

Standard allocation may include: governments, agencies, securitized, and corporate bonds

Bonds are investment grade at time of purchase

 

Investment Policy Committee

 

Jeff Porter, CFA Committee Chair

John Beaver, CFA

Brian Guild

Jack Corrigan, CFA

 

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300

Privacy Policy

© Congress Asset Management Company 2020