Fixed Income Investment

Build Durable Income With Institutional Fixed Income Strategies

We actively manage sovereign, corporate, and specialty credit exposures to balance yield targets with downside protection.

Understanding Fixed Income

Fixed Income Fundamentals

Bonds finance governments, municipalities, and companies. In exchange for capital, investors receive:

1

Regular Interest Payments (Coupons)

Predictable coupon income tied to either fixed schedules or benchmark floating rates.
2

Principal Repayment

Return of principal on the stated maturity date, subject to issuer creditworthiness.
3

Price Appreciation

Potential capital appreciation as yields move, credit spreads tighten, or ratings improve.

The Investment Mechanism

Sovereign issuers provide high-credit-quality income streams and ballast during volatility—forming the base of most ladders.

Example: $100,000 five-year U.S. Treasury at 4.2% distributes semiannual income and returns par at maturity.

Investment-grade corporates introduce incremental yield by underwriting balance-sheet strength and sector dynamics.

Example: $250,000 10-year technology issuer at 5.1% provides $12,750 annual cash flow plus par at maturity.

Sub-investment-grade issuers offer elevated coupon income but demand deep credit work, diversification, and trading agility.

Example: $150,000 position in an 8.5% note with catalysts for rating upgrades or refinancing optionality.

Issuances that ring-fence proceeds for climate or social initiatives while delivering market-rate returns.

Example: $200,000 placement into a 4.8% renewable energy bond aligned with EU Taxonomy standards.

Our Approach

Stagger maturities and blend short- and long-duration assets to maintain liquidity while capturing term premium.

Combine top-tier issuers with idiosyncratic high-yield names that offer outsized spread compression potential.

Allocate selectively to green, social, and sustainability-linked bonds where transparency and covenants meet our standards.