Fixed Income Strategies

INVESTMENT GRADE FIXED INCOME AND SHORT DURATION HIGH YIELD

Documents & Literature – Investment Grade

Short Duration Plus Fixed Income Fact Sheet

Download (pdf 218.9K)

Intermediate Fixed Income Fact Sheet

Download (pdf 214.2K)

Core Fixed Income Fact Sheet

Download (pdf 214.7K)

Core Plus Fixed Income Fact Sheet

Download (pdf 215.8K)

Short Duration Investment Grade Fixed Income Fact Sheet

Download (pdf 179.4K)

Short Duration Investment Grade Corporate Fixed Income Fact Sheet

Download (pdf 180.7K)

Documents & Literature – High Yield

Short Duration BB High Yield Fixed Income Fact Sheet

Download (pdf 196.5K)

Strategic Issue High Yield Fixed Income Fact Sheet

Download (pdf 192.8K)

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.