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Strategy Highlights: |
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Investment grade holdings |
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Typically neutral duration risk |
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US domiciled securities held |
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Typically 15-20 securities |
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Benchmark: Lehman Aggregate
Index |
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o
surprises dominates our theme for fixed income. Our
conservative fixed income portfolios are designed to
outperform a target index, while assuming less risk than
the general market. The building blocks of our process
are: sector, duration and individual security selection.
We anticipate beneficial participation in rising
markets, and downside protection in declining markets.
The Cutler Core Bond strategy is designed for principle
preservation. We invest into investment grade
securities, with below market risk. In addition, we seek
to capture opportunities where we believe the market
mispriced securities. This value approach
limits duration risk and seeks to create total return
through our proprietary fundamental analysis.

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