Montgomery Fixed Income Team

The Montgomery Fixed Income team believes:

  • Bottom-up security selection from a focused list of high-quality, liquid bonds offers the opportunity for consistent and replicable outperformance
  • Active relative-value trading generates alpha
  • Market-oriented risk analysis tools are the foundation of a disciplined investment process
  • Developing an informational and analytical edge creates investment opportunities
  • Information ratio is the best way to measure long-term success in delivering risk-adjusted excess returns

Portfolio management team

Thomas O'Connor, CFAThomas O'Connor, CFA
Managing Director, Senior Portfolio Manager, and Co-Head
30 years investment experience
Jared VasquezMaulik Bhansali, CFA
Senior Portfolio Manager
and Co-Head
17 years industry experience
Jared VasquezJared Vasquez
Senior Portfolio Manager
and Co-Head
17 years industry experience
Walnut Creek, CA

Team location

Walnut Creek, CA

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