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 |
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Enhanced Cash |
Less than 1.5 |
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Short Duration |
Between 1.5 and 2.25 |
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Intermediate Duration |
Between 3.0 and 4.25 |
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Core |
Typically 4.0 to 5.0 |
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Core Plus |
Typically 4.0 to 5.0 |
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Long Duration |
Typically 15.0 to 17.0 |
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Opportunistic |
Between 2.0 and 3.0 |
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Government Only |
Between 1.5 and 2.5 |
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Muni/Crossover |
Typically 3.0 to 4.25 |
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TIPS |
Typically 5 to 10 |
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Customized |
Flexible |
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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.