Fixed Income Philosophy & Process
Chicago Equity Partners manages fixed income strategies through the same disciplined investment process through all market cycles. Key elements of our process are sector allocation, security selection, yield curve distribution and risk management.
We believe excess returns are available in the high-quality, non-Treasury sectors of the bond market and build diversified portfolios with an income advantage. Rather than trying to add value through market timing, we control the interest rate sensitivity in our portfolios. Further added value comes through the depth and breadth of our research in sector allocation and security selection, and our risk management activities which seek to safeguard the hard-earned excess returns we generate.
Our core beliefs in choosing fixed income strategies include:
- Risk control is the essence of fixed income management
- Building diversified portfolios with an income advantage will produce consistent returns
- Excess returns are available in the high-quality non-Treasury sectors
There are three key factors critical to portfolio construction:
- Independent research focusing on sector allocation and security selection
- Disciplined decision-making in core competencies
- Customization specific to individual client needs
Backed by a history of consistent, sustainable success for clients, our fixed-income strategies are made to provide income, stability, and reduction of overall portfolio risk: |
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Core Fixed Income |
Short Term Fixed Income |
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Core Plus Fixed Income |
Long Corporate Fixed Income |
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High Quality Intermediate Fixed Income |
Long Credit Fixed Income |
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Intermediate Credit Fixed Income |
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