Core Plus-Bank Loans
Our neutral duration, Core Plus-Bank Loans strategy emphasizes active management utilizing sector rotation, yield curve management and security selection. The use of high yield securities and bank loan funds complement this approach to form the basis for our Core Plus-Bank Loans fixed income strategy. Tactical allocation to these sectors outside the investment grade universe is expected to enhance returns without unduly increasing portfolio variability.
To learn more about neutral duration fixed income management, please read the Q&A with our fixed income team.
Key features of the Core Plus-Bank Loans strategy:
- 50-70 investment grade and non-investment grade securities
- Exposure to bank loan market via mutual funds
Three major tenants guide our Core Plus-Bank Loans investment philosophy:
- Neutral duration strategy
- Sector rotation emphasizing yield-enhanced sectors
- Security selection made according to relative value opportunities
View detailed Core Plus-Bank Loans portfolio characteristics (PDF)
The information contained herein should not be construed as a recommendation to purchase or sell any particular security or investment vehicle offered by Mesirow Financial. The information included has been obtained form sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. Any opinions expressed are subject to change without notice. A complete list of composites can be made available upon request. Information is provided in U.S. dollar denominations. Investment management services offered by Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor.
