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Current income and long-term capital appreciation. Primarily US Govt, agency, corporate, mortgage and asset backed securities (below BBB permitted up to 20% of total fund assets. Opportunistic but modest use of derivatives to employ credit spread strategies and duration exposure at reduced trading costs; opportunistic but modest use of merger arbitrage strategy (announced mergers only with no leverage).
Name | Title | Since | Until |
---|---|---|---|
Management Team | - | 2013 | Now |
Biography | Team Managed |
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