Intermediate Strategy

Overview

The Intermediate strategies explore cross-sector relative value opportunities to construct a high-quality portfolio that seeks to outperform similarly managed portfolios and the appropriate Bloomberg U.S. Intermediate Index.


Strategy Managers

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Jonathan Finkler

Investment Industry Experience:

16 years

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Michael Kemer

Investment Industry Experience:

17 years

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Philip Vergunst, CFA

Investment Industry Experience:

10 years

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Ryan Haartman

Investment Industry Experience:

23 years

Strategies and Characteristics

INTERMEDIATE MATURITY BAND
SECTOR OPTIONSU.S. TREASURY
U.S. AGENCY
CORPORATE
SECURITIZED (ABS/CMBS/MBS)
MUNICIPAL
DURATION RANGE3.50 – 4.50 YEARS
PRODUCT OPTIONSGOVERNMENT ONLY
TAX EXEMPT ONLY
GOV’T/CREDIT A+
INVESTMENT GRADE OR BETTER