Fixed Income Strategies

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INVESTMENT GRADE AND HIGH YIELD FIXED INCOME

INVESTMENT GRADE FIXED INCOME

Chartwell’s management philosophy here stresses security selection, preservation of principal, and compounding of the income stream. We focus our research efforts in the corporate sector of the market, because the return potential of any bond tends to be asymmetric. With limited capital appreciation potential, but considerably greater capital loss potential, we target high quality credits with stable-to-improving profiles rather than chasing “cheap” deteriorating credits.

SHORT DURATION HIGH YIELD

Chartwell’s Short Duration High Yield strategies stress preservation of principal and compounding income with bonds that we believe trade at attractive relative values. The strategies invests primarily in short duration high yield debt securities and strives to limit interest rate risk by maintaining an average maturity of less than 5 years.

Strategy Facts

SHORT DURATION BB-RATED HIGH YIELD FIXED INCOME
Strategy Inception:
01/01/2006
Benchmark:
ICE BofA 1-3 Yr. BB Index
Investment Options:
Separate Account
Mutual Fund
CIT
CTF
INTERMEDIATE FIXED INCOME
Strategy Inception:
October 1, 1997
Benchmark:
Bloomberg Inter. Gov/ Credit Index
Investment Options:
Separate Account
CORE FIXED INCOME
Strategy Inception:
January 1, 2004
Benchmark:
Bloomberg U.S. Agg. Index
Investment Options:
Separate Account
CORE PLUS FIXED INCOME
Strategy Inception:
July 1, 2005
Benchmark:
Bloomberg U.S. Agg. Index
Investment Options:
Separate Account
SHORT DURATION INVESTMENT GRADE FIXED INCOME
Strategy Inception:
January 1, 2003
Benchmark:
Bloomberg 1-3 Yr. Gov/Credit Index
Investment Options:
Separate Account
STRATEGIC ISSUE HIGH YIELD FIXED INCOME
Strategy Inception:
August 1, 2018
Benchmark:
ICE BofA HY Cash Pay Index
Investment Options:
Separate Account
SHORT DURATION INVESTMENT GRADE CORPORATE FIXED INCOME
Strategy Inception:
March 1, 2015
Benchmark:
Bloomberg 1-3 Yr. Credit Index
Investment Options:
Separate Account
  • All investing is subject to risk, including the possible loss of money you invest. Past performance is no guarantee of future results.
  • The views expressed on this website were current as of the date indicated and are subject to change.
  • Separate account minimum is $5 million. For SIHY, the account minimum is $25 million. See form ADV2A under Disclosure tab for related fee schedule.

IMPORTANT INFORMATION: The information provided on this website is for informational purposes only, is of a general nature, and should not be construed as investment advice or to provide any investment, tax, financial, or legal advice or service to any person. Decisions based on the information contained on the website are the sole responsibility of the visitor, and the visitor agrees to hold Chartwell harmless against any claims arising from those decisions. The views expressed represent the opinions of Chartwell and are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. All investing is subject to risk, including the possible loss of money you invest. Past performance is no guarantee of future results.