Fixed Income Strategies

Intermediate Bond Strategy

Dana’s Intermediate Bond Strategy is a portfolio of high-quality government, agency, mortgage and corporate fixed income securities. We believe a well-diversified investment portfolio should contain high quality fixed income allocation focused on preservation of principal, liquidity management and higher yields. Our active management focuses on individual bond characteristics to capitalize on relative valuation as opposed to predicting interest rate movements. Risk management is ongoing throughout the process focusing on client specific needs to deliver consistency of returns and reduce portfolio volatility.

Clients are attracted to the strategy with our focus on controlling risk through duration, yield curve positioning, sector and security selection. Today the Strategy is used as a core holding in asset allocations to provide income and consistency of returns over the long-term.

We seek to deliver excess yield over other high quality intermediate investment options with a concentrated focus on sector allocation, credit quality and duration in order to perform more consistently.

Growth of $10,000,000
Inception Date: 10/1/1995

Asset Class: Intermediate Duration Taxable Fixed Income
Inception Date: September 30, 1995
Number of Holdings: 30-65
Strategy AUM: $135M