Fixed Income: An overview

Optique Capital's fixed income product is actively managed and seeks to provide maximum current income and strong total return potential by investing in investment-grade bonds with an average intermediate-term maturity. In most environments, the portfolio is fully invested.

The investment process begins with a review and outlook of macroeconomic data, interest rate patterns and yield curve dynamics. Computer modeling assists in simulating the potential performance of investments selected. Ongoing review techniques such as duration management, sector analysis, maturity structure monitoring, risk premiums and option-adjusted spreads ensure that only the fixed income securities that best meet the style objective are selected and retained.

Optique Capital’s fixed income product has been sub-advised by RNC Genter Capital Management, LLC (“RNC”) since April 1, 2003.