Core Fixed Income

investment process

Strategy Highlights

Style: Core Fixed Income

 

Inception: 7/1/2002

 

Benchmark: Bloomberg US Aggregate 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

Core Fixed Income Strategy Card

Fixed Income Commentary

Congress Asset Management

2 Seaport Lane, 5th Floor

Boston, MA 02210

617.428.4300