Informed by our macro-economic outlook, we approach the market with an inherent value bias. How our outlook compares to market consensus is the starting point to model yield curve and sector positioning.
This methodology is consistent across the suite of fixed income strategies we offer, which vary on duration limits. Our managed fixed income strategies include:
- Core Fixed Income
- Long Duration Fixed Income
- Intermediate Duration Fixed Income
- US Strategic Balanced
- Active Duration Fixed Income
- Bond Plus
Our size allows us the nimbleness to take advantage of potential opportunities to add additional incremental yield that would not be as impactful for larger market participants.
As an institutionally-focused boutique, we offer further customization of our investment plan to incorporate the unique needs of our clients. This bespoke level of service extends to our reporting capabilities and availability of our Investment Team to advise and inform.
Value Approach: Weary of market exuberance, we rely on a reasoned assessment of the fundamentals that drive long-term performance.
Long-term and Top-down: With a thorough macro-economic analysis of the US market, independent of consensus, we look to actively add value by respecting but not replicating its benchmark. Postures are adopted to take advantage of changes in risk premia in the market.
Principal Protection: We believe the fixed income allocation of a portfolio should only take on risk commensurate with potential reward, and investing only in those instruments.
Key levers of fixed income management
- Sector Rotation
- Interest Rate Forecasting
- Yield Curve Positioning
Past performance does not guarantee future results. Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation for additional details, important performance information and disclosures.
The Information presented on our website is for informational and educational purposes only and does not constitute an offer or solicitation for the sale or purchase of any securities. Nothing on our website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risks, including the risk of complete loss. Be sure to consult with a legal, tax or financial professional before implementing any investment strategy. Optimum Quantvest Corporation is an Investment Adviser registered with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
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Optimum Quantvest Corporation and its affiliated investment advisory firms are ultimately owned by our parent company Optimum Financial Group. Optimum Financial Group is a global financial institution with over 600 employees and offices in North America and Europe.