The foundation of our fixed income investment philosophy is focused on proprietary research, isolating opportunities that have an attractive balance of risk and reward, and bringing together varied and uncorrelated investment opportunities.
Our team of dedicated portfolio managers and senior analysts work closely together identifying the best opportunities clients. We seek to deliver superior performance across a broad spectrum of our fixed income capabilities by taking advantage of derivatives such as interest rate and credit default swaps that deliver added value and match liability exposures.
Fixed income securities present the investor with recurring income payments that are at a fixed interest or dividend rate disclosed beforehand by the holder. The most common fixed-income securities include Treasury bonds, corporate bonds, certificates of deposit (CD's) and preferred stock.
Holders of Treasury bonds and CDs receive a pre calculated fixed interest rate based on a par value over a specific time period. Holders of preferred stock are entitled to a regular fixed dividend specified by the issuing company for as long as they own the shares.
Fixed income securities create a valuable choice for low risk investors seeking a stable source of income payments at anticipated intervals. Fixed income investors and potential investors should understand that the relatively low risk of fixed income securities typically translates into relatively lower returns.