We believe the search for value should drive the investment process as value is most often realized when supported by both fundamental and technical factors. Our conservative approach focuses on the efficiency, liquidity and high quality of the TIPS market to express views on systematic risk, term structure and interest rate volatility as potential sources of return. The goal of our TIPS only strategy is to generate consistent alpha while focusing on low tracking error. Rigorous fundamental macroeconomic research is supplemented with quantitative valuation tools in order to exploit duration and term structure as sources of return. Our bottom up security selection exploits relative value opportunities presented by market technicals, seasonality of inflation, and valuation of embedded inflation floors.
|U.S. TIPS||Provides an actively managed strategy that can be used as hedge against rising inflation rates.
Offerings: Duration hedged and 1-10 Year
|Global TIPS||Offers protection against rising inflation rates globally and reduces sources of return volatility.
Offerings: US$ Hedged and Unhedged
*Flexible to meet client guidelines and objectives.