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Florida Municipal Reserve Pools Product Summary

 

Fixed Income Team

View All Fixed Income Team Bios

David Furfine, CFA
Partner, Director of Fixed Income

Andy Cantor, CFA
Principal, Compliance/Investment Advisor

Liridon Gila, CFA
Fixed Income Portfolio Manager

David Siegel
Fixed Income Portfolio Manager


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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Florida Municipal Reserve Pools I, II, III, IV

Sawgrass Asset Management's active short-term strategies utilize a disciplined and systematic approach. Our broadly diversified fixed income investing places a premium on high-quality investment grade securities, while simultaneously balancing risk, returns and liquidity for our clients.

Investment Philosophy and Process

We believe that inefficiencies in fixed income markets create opportunities that compensate for active risk. Identifying these opportunities requires a thorough analysis of capital markets, asset fundamentals and technical factors overlaid with a qualitative assessment formed by Sawgrass Asset Management's extensive experience and judgment. Our approach to portfolio construction takes measured risks and optimizes allocations to investment ideas across alpha sources designed to create strong risk-adjusted returns.

Every element of our fixed income process is tested and designed to add value to our client portfolios. Importantly, we believe that value is not only added by the contribution to enhanced returns but also by controlling risk. Some of the key strategies we employ to achieve these goals are as follows:


Goals and Objectives

 

Preservation of Capital, Liquidity, Anticipate Cash Flow Needs, Competitive Yields

 

 

Benefits and Experience


 

Sample Yield Curve


Sample Yield Curve

 



Client Communication Approach

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