Short
Duration.
A conservative income strategy designed for liquidity and capital preservation. We minimize interest rate risk while focusing on high-quality credit to seek higher yields than cash alternatives.
4.2%
5-Year CAGR
1.8
Sharpe Ratio
$1M
Minimum Inv.
2005
Inception
Investment Philosophy
Capital preservation is the cornerstone of our Short Duration strategy. We believe that by focusing on the front end of the yield curve (1-3 years), we can generate attractive income while significantly reducing volatility compared to the broader bond market.
We utilize a rigorous "Safety First" credit selection process, prioritizing issuers with strong balance sheets and robust cash flows. This strategy serves as an ideal alternative to money market funds or bank deposits for working capital and strategic reserves.
Credit Quality Allocation
1.2 Yrs
Avg Duration
AA-
Avg Credit
4.8%
Yield to Worst
Performance History
vs US Treasury 1-3Y| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| YTD 2025 | +2.1% | +1.8% | +0.3% |
| 1 Year | +4.8% | +4.1% | +0.7% |
| 3 Years (Ann.) | +3.9% | +2.8% | +1.1% |
| 5 Years (Ann.) | +4.2% | +3.1% | +1.1% |
| Since Inception | +3.8% | +2.9% | +0.9% |
Strategy Details
- Asset Class
- Fixed Income
- Style
- Conservative
- Duration Range
- 0.5 - 2.0 Years
- Benchmark
- 1-3 Yr Gov/Credit
- Liquidity
- Daily (T+1)
- Fee Structure
- 0.25% Flat
Portfolio Manager
Alan Chang
Fixed Income
20 years of experience managing cash and short-duration mandates. Focuses on liquidity stress testing and yield curve positioning.
Interested in this Strategy?
Download the full factsheet or schedule a discussion with our investment team.
IMPORTANT DISCLOSURES: While this strategy seeks to preserve capital, it is not a bank deposit and is not insured by the FDIC. It involves credit risk and interest rate risk. Past performance is not indicative of future results.