Investment Objective

The primary objective of the strategy is the provision of current interest income while at the same time preserving capital and seeking opportunities for capital appreciation, while maintaining relatively short portfolio duration, through investment in bonds, debentures, notes or other evidence of indebtedness.

Investment Strategy

We use a pro-active, disciplined management approach while employing various analytical tools to identify investments that offer value on a relative basis with a view to providing current income while maintaining relatively short portfolio duration and preserving the prospect for some potential capital growth. We adhere to a risk management process that is designed to limit total exposure to individual issuers, diversify exposure to various credit risks, and maintain portfolio liquidity.

 

 

Related Strategies

Prospectus Series I
Prospectus Series W