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
29 years investment experience
Troy LudgoodTroy Ludgood
Managing Director, Senior Portfolio Manager, and Co-Head
17 years industry experience

Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. WFAM includes but is not limited to Analytic Investors, LLC; ECM Asset Management Ltd.; First International Advisors, LLC; Galliard Capital Management, Inc.; Golden Capital Management, LLC; The Rock Creek Group, LP; Wells Capital Management, Inc.; Wells Fargo Asset Management Luxembourg S.A.; Wells Fargo Funds Distributor, LLC; and Wells Fargo Funds Management, LLC.

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