The Smaller Size Advantage in Fixed Income

Cheap sectors and individual securities exist in the fixed income market because of non-economic factors, such as investor preferences, supply/demand imbalances and size constraints.  These structural factors create pockets of inefficiencies, which can be exploited by smaller, more nimble investment managers.  The following paper provides a sampling of several strategies and processes Longfellow Investment Management Co. (LIM) follows to capitalize on these opportunities and add value for our clients. Click for full White Paper.