core fixed income strategy
OBJECTIVE: The Core Fixed Income Strategy seeks to achieve a rate of return in excess of notable market indices by applying a strategy focused on low turnover, preservation of capital, interest rate duration management, and sector and security selection.
The Sarofim Core Fixed Income Strategy invests in the debt instruments of high-quality companies and municipalities in order to achieve a predictable level of current income and provide a buffer to equity volatility. Over an entire interest rate cycle, we expect to earn a positive rate of return in excess of inflation. As such, we factor in our future expectations for macroeconomic conditions and their expected impact on bond prices and yields, as well as a thorough credit analysis on each potential investment.