Our Core Total Return strategy is based on a neutral duration investment philosophy. We aim to achieve consistent, predictable results and to capture the bulk of available incremental returns through:
- Sector rotation
- Yield curve management
- Security selection
Key features of the Core Total Return strategy:
- 125-175 investment grade fixed income securities
- Adjusted duration in line with the benchmark Barclays Capital U.S. Aggregate Index
- High average credit quality
View detailed Core Total Return portfolio characteristics (PDF)
Past performance is not indicative of future results. 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.

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