Fixed Income

Fixed Income

Fixed Income

Fixed Income

Great Lakes Advisors’ Fixed Income team believes in an active and controlled approach to fixed income management. We have generated strong relative risk-adjusted returns through fundamental analysis and bottom-up investing. We believe that focusing on higher income sectors and securities is the best place to add value in our clients’ fixed income portfolio. Our investment professionals have more than a century of cumulative investment management experience. The team has weathered a wide array of economic and financial market environments over the last 30 years and, as a result, brings an opportunistic, yet risk-aware, approach to security analysis and portfolio management. With this perspective, we view short-term opportunities through a critical lens and adhere to a long-term investment horizon that reflects the long-term needs of our clients. We can also work with our clients to customize portfolios as needed. 

Fixed Income

STRATEGY FACT SHEETS

Click here for a link to our quarterly commentary.

PROVEN PROCESS WITH RISK CONTROL

  • Our primary objective is to provide excess returns with less risk than the benchmark and our peers.
  • We continually measure, monitor, and compare this risk/reward relationship. Characteristics reviewed include yield, yield-to-maturity, yield-to-worst, coupon rate, average life, modified duration, contribution to duration, and rating.

TOTAL AUM/AUA

$2.2 BILLION


 

INVESTMENT TEAM

5


 

AVERAGE EXPERIENCE

25+ YEARS

As of September 30, 2020