Fixed Income

LIM follows a fundamental, bottom-up approach to building portfolios. Fixed income investors are rewarded not for selecting the best performing securities, but for avoiding the worst performers. Our goal is to protect our client’s assets from the downside risks in the market.

Advantages

  • Customized portfolios to meet the needs of each client
  • Focus on earning strong risk-adjusted returns
  • Research-driven to understand and manage risks
  • Emphasis on diversification to reduce event risk
  • Personalized approach to client service
 

Duration

Goals

Enhanced Cash

Less than 1.5
  • Preservation of capital
  • Liquidity
  • Minimize volatility

Short Duration

Between 1.5 and 2.25
  • Preservation of capital
  • Liquidity
  • Strong risk-adjusted return

Intermediate Duration

Between 3.0 and 4.25
  • Strong risk-adjusted return
  • Preservation of capital
  • Liquidity

Core

Typically 4.0 to 5.0
  • Total return focus
  • Below market level volatility
  • Preservation of capital

Core Plus

Typically 4.0 to 5.0
  • Total return focus
  • Below market level volatility
  • Preservation of capital

Long Duration

Typically 15.0 to 17.0
  • Total return focus
  • Below market level volatility
  • Preservation of capital

Opportunistic

Between 2.0 and 3.0
  • Current income
  • Capital appreciation
  • Total return focus

Government Only

Between 1.5 and 2.5
  • Preservation of capital
  • Liquidity
  • Low volatility

Muni/Crossover

Typically 3.0 to 4.25
  • Tax-efficiency
  • Relative value focus
  • Preservation of capital

TIPS

Typically 5 to 10
  • Inflation protection
  • Low volatility
  • Liquidity

Customized

Flexible
  • Based on your objectives
  • Consider liquidity needs
  • Understand asset purpose

Vehicle Details

All fixed income strategies are available as separate accounts to institutional investors. For additional information, please feel free to contact us.