Westwood Investment Grade Bond

The Westwood Investment Grade Bond strategy is an actively-managed fixed income portfolio that invests in various high-grade fixed income sectors, including government and corporate bonds, relative to the appropriate benchmark.

To ensure the quality of this portfolio, its holdings reflect an average bond rating of AA or higher. Additionally, Westwood increases the stability of the portfolio by mandating an average maturity of between five and 10 years. The fund’s tactical asset ranges keep at least three-quarters of the portfolio in fixed income securities and the balance in cash.

Investment approach

Westwood aims to add value through careful security selection and yield curve positioning. In terms of performance, we expect to earn superior risk-adjusted returns relative to a market index over a market cycle as well as perform above the median of a universe of fixed income funds with comparable goals.

More information

Please contact us to learn more about this and other Westwood portfolios or to set up a meeting with a member of our team.

Subadvisor