Montgomery U.S. Core Fixed Income [ view all fixed income products ]

Asset Class
Fixed Income

Benchmark
Barclays U.S. Aggregate Index

Product Sheet
Montgomery U.S. Core Fixed Income

Investment Strategy
The Montgomery Core Fixed Income team believes that that bottom-up security selection from a universe of high-quality, liquid bonds offers the opportunity for consistent, long-term outperformance. Risk controls are the foundation of every step of their approach. The team focuses their efforts on delivering consistent excess returns, emphasizing information ratio and employing their disciplined, replicable process.

Portfolio Management:
Thomas O'Connor, CFA, Managing Director, Senior Portfolio Manager and Co-Head
Troy Ludgood, Managing Director, Senior Portfolio Manager and Co-Head