U.S. Government-Mortgage
Our neutral duration U.S. Government-Mortgage strategy emphasizes active management utilizing sector rotation, yield curve management and security selection. This approach is designed to capture the bulk of the excess returns available in the market, while minimizing the variability of those returns.
Key to the process is the responsiveness, focus and unbiased analysis provide by our dedicated in-house sector specialists and trading professionals.
To learn more about neutral duration fixed income management, please read the Q&A with our fixed income team.
Key features of the U.S. Government-Mortgage strategy:
- 50-70 U.S. Treasury, Agency and agency mortgage-backed securities
- Very high average quality
Three major tenants guide our U.S. Government-Mortgage investment philosophy:
- Neutral duration strategy
- Sector rotation emphasizing yield-enhanced sectors
- Security selection made according to relative value opportunities
View detailed U.S. Government-Mortgage 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.
