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
Jonathan Finkler
Investment Industry Experience:
16 years
Michael Kemer
Investment Industry Experience:
17 years
Philip Vergunst, CFA
Investment Industry Experience:
10 years
Ryan Haartman
Investment Industry Experience:
22 years
Strategies and Characteristics
| INTERMEDIATE MATURITY BAND | |
| SECTOR OPTIONS | U.S. TREASURY U.S. AGENCY CORPORATE SECURITIZED (ABS/CMBS/MBS) MUNICIPAL |
| DURATION RANGE | 3.50 – 4.50 YEARS |
| PRODUCT OPTIONS | GOVERNMENT ONLY TAX EXEMPT ONLY GOV’T/CREDIT A+ INVESTMENT GRADE OR BETTER |