FIXED INCOME

We aim to generate consistent outperformance by systematically applying investment themes across securities. We believe that a multi-factor investment approach, harnessing underlying drivers of performance, will generate excess returns that are uncorrelated to other asset classes as well as traditional fixed income managers.

Is fixed income investing right for you?

Fixed-income investing can be a particularly good option if you’re living on an actual fixed income and looking for ways to maximize your savings. And if you’re worried about the wild ups and downs of the stock market, fixed income investing can help you sleep a bit better at night.

“Fixed income investments can provide a degree of stability, especially for investors who are holding such investments for their income-generating ability and not actively trading based on price changes,” says Elliot Pepper, CPA, financial planner and co-founder at Maryland-based Northbrook Financial. “Investors who are less concerned with capital appreciation or are less tolerant of big market swings could be better served in a portfolio that provides the predictable return from a stream of income payments.”

Fixed-income investments are often paired with stock investments to create a more diversified and lower-risk portfolio. Fixed-income provides stability and regular cash flow, while stock investments offer growth over time, albeit at the expense of volatility. So a good investor can design a portfolio with both elements to meet their short- and long-term needs.