Short-Term Fixed

Overview

The Short-Term Fixed strategy’s objective is to meet specific liquidity requirements by investing in individual securities with an average duration in line with the ICE BofAML1-3 Year U.S. Treasury Index. An emphasis is placed on sector allocation and security selection as opposed to active duration management. The portfolio seeks to maximize current income, and preserve capital. The style utilizes U.S. government securities, agencies, corporate bonds, and collateralized mortgage obligations. The objective of the style is to seek enhance the performance of the ICE BofAML 1-3 Year U.S. Treasury Index

Portfolio Management

William O’Connor, CFA

Senior Portfolio Manager

 (312) 682-0877
 woconnor@zieglercap.com

Kevin Conrath

Portfolio Manager

 (312) 380-2252
 kconrath@zieglercap.com

Key Investment Personnel

Richard Scargill

Director of Fixed Income Strategies, Senior Portfolio Manager

 (312) 847-8247
 rscargill@zieglercap.com

Keith Weldon, CFA

Senior Portfolio Manager

 (314) 797-5680
 kweldon@zieglercap.com

Snapshot

Benchmark: ICE BofAML 1-3 Year U.S. Treasury Index
Inception Date: July 1, 1992
Investment Team: Fixed Income Group

More Information

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