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 of volatility
  • Preservation of capital

Core Plus

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

TIPS

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

Government Only

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

Customized

Flexible
  • Based on your objectives
  • Consider liquidity needs
  • Understand purpose of assets

Vehicle Details

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

Qualified Catholic institutions seeking the convenience of a commingled fund may want to consider CBIS’ Catholic United Investment Trust (CUIT). The CUIT Funds seek to align an institution’s investments with Catholic beliefs using an approach that integrates Catholic investment screens and active ownership. Longfellow sub-advises the CUIT Short Bond Fund  and co-sub-advises the CUIT Opportunistic Bond Fund.