sawgrass asset management

Q1 2017 Summary

High-Quality Core Fixed Income Q1 2017 Summary

 

Fixed Income Team

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David Furfine, CFA
Partner, Director of Fixed Income

Andy Cantor, CFA
Principal, Compliance/Investment Advisor

Liridon Gila, CFA
Fixed Income Portfolio Manager

David Siegel, CFA
Fixed Income Analyst


Client Service Team

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Brian K. Monroe, Principal
Director of Sales and Marketing

Christopher Greco, Partner
Institutional Marketing and Client Service

Cristine Turner
Manager of Client Relations

Gregory Gosch
Institutional Client Service

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High-Quality Core Fixed Income

Investment Philosophy

Sawgrass Asset Management’s active High-Quality Core Fixed Income product has applied a disciplined and defined investment philosophy since its inception. This strategy focuses primarily on controlled duration management of investment grade securities and secondarily on strategic sector valuations and specific security analysis. This portfolio has an effective duration that ranges from 4-6 years and an average maturity that ranges from 6-12 years. There currently are no sector constraints. The investable universe consists of U.S. dollar-denominated government, corporate and mortgage-backed securities. The investment approach is managed to the Barclays Capital US Aggregate Index.


Investment Process




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