Ultra-Short Fixed Income
Put Your Strategic Cash to Work
Peter Yi, CFA
Director, Short Duration Fixed Income and Head of Taxable Credit Research
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A strategy to seek higher yields than prime money market funds and lower volatility than short-term bonds.
The Ultra-Short strategy seeks to bridge the gap between short-term cash and short duration yields while preserving principal and mitigating risk. Investing with the time horizon of one year or more may afford you the flexibility to realize earn a higher yield than shorter term investments while only modestly increasing risk.
- Seeks to deliver yields in excess of a prime money market fund
- High credit quality with lower volatility expectations than short duration bond strategies
- Seeks capital appreciation consistent with principal preservation
We aim to maximize return opportunities, mitigate risks and generate alpha by actively managing duration, yield curve positioning, sector allocation and security selection.
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