The Westwood Trust Investment Grade Intermediate Bond Strategy:

  • Provides current income while focusing on preservation of capital.
  • Invests in various high grade fixed income sectors including:
    • U.S. government securities
    • U.S. government agency obligations including mortgage-backed securities (MBS)
    • Corporate debt securities, including Yankees, asset-backed securities (ABS) and convertibles rated investment grade by at least one of either Standard & Poor’s or Moody’s
    • Preferred stocks that are rated investment grade by at least one of either Standard & Poor’s or Moody’s
    • Tax-exempt securities rated A or better
  • Is benchmarked to the Barclays Intermediate Government/Credit Index.
  • Has a duration that should be less than 150% of the duration of the Barclays Intermediate Government/Credit Index.

Portfolio Team

Mark R. Freeman, CFA

Chief Investment Officer

Parker E. Young

Trading