U.S. & Global Fixed Income
Greystone’s U.S. & Global Fixed Income Fund seeks superior long-term total returns (current income and capital appreciation) by investing in U.S. and Global fixed income securities.
The Fund is actively managed and seeks to enhance total returns and control risks. To meet its superior long-term total return objective, the portfolio management process focuses on anticipating the level and shape of the U.S. and Global bond yield curve. Key elements of this strategy include:
- Managing the portfolio’s duration relative to the benchmark.
- Adjusting the portfolio’s sector and currency mix.
- Actively trading positions to take advantage of short-term trading anomalies.
The Fund invests in U.S. sovereign bonds, quasi and foreign government (agency, foreign sovereign, government guaranteed, local-authority, and supranational), debentures issued by U.S. and Global corporations, real return bonds, securitized products, Dow Jones (DJ) CDX indices, and short-term securities, including cash.