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FIXED INCOME

Our goal is to consistently achieve superior performance by systematically applying investment themes across various securities. We believe that utilizing a multi-factor investment strategy, which leverages fundamental performance drivers, will yield excess returns that are independent of other asset classes and traditional fixed-income managers.

Emerging Markets Hard Currency

EMERGING MARKETS HARD CURRENCY

Seeks excess returns through country, maturity, and currency selection across the hard currency and local currency markets. While the strategy includes local currency investments, it takes no beta to local currency debt, engages in no overall duration or spread timing, and targets a beta of one to its hard currency benchmark.

Global Aggregate

GLOBAL AGGREGATE

While stock performance changes over time, successful stocks can help your money grow—at times, they can even outrun inflation

Global Governments

GLOBAL GOVERNMENTS

This strategy seeks excess returns through country, maturity, and currency selection. It engages in minimal duration timing.

High Yield Corporates

HIGH YIELD CORPORATES

Investment themes in this strategy are primarily expressed by within-industry security selection. It does not seek to engage in duration or credit timing.

Investment Grade Corporates

INVESTMENT GRADE CORPORATES

Seeks to outperform a core or long-duration corporate benchmark. Our investment themes are primarily expressed by within-industry security selection. The strategy does not seek to engage in duration or credit timing.


Unconstrained Bonds

UNCONSTRAINED BONDS

A cash-benchmarked bond strategy that seeks to deliver positive absolute returns with low correlation to traditional market betas. The strategy primarily utilizes a broad suite of relative value fixed-income sub-strategies spanning interest rates, credit, and foreign exchange markets. It also includes a small, dynamic, and diversified allocation to fixed-income market risks such as duration, credit, and securitized exposures.

Core Plus

CORE PLUS

A strategy that seeks excess returns through country, maturity, credit, and currency selection. Out-of-benchmark sectors are strictly used to increase security selection breadth, while still targeting the credit and duration profile of the benchmark, and so do not seek to engage in duration timing or sector selection.

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Types of Fixed-Income Funds

Fixed-income funds are investment vehicles designed to provide regular income to investors. They vary in their characteristics and levels of risk, offering different opportunities and challenges. Here’s an overview of the primary types of fixed-income funds:

  • Government Funds Government funds invest primarily in bonds issued by sovereign governments and government agencies. This category includes bonds from entities such as Fannie Mae, Freddie Mac, and international organizations like the World Bank and the International Monetary Fund. These investments are generally considered low-risk due to the backing of government entities, though they typically offer lower yields compared to other types of fixed-income securities.
  • Corporate Credit Funds Corporate credit funds focus on bonds, preferred stocks, and other fixed-income instruments issued by private corporations. These funds tend to carry higher risk compared to government bonds due to the credit risk associated with individual issuers. However, they may offer higher income potential as compensation for the increased risk. Investors should carefully assess the creditworthiness of the corporations whose debt they are investing in.
  • Bank Loan Funds Bank loan funds invest in loans to private corporations that are underwritten by commercial banks. These loans can include first lien, second lien, and collateralized loan obligations. Typically, bank loans are riskier than corporate bonds but may provide higher interest rates to compensate for the elevated risk. They are often used by investors seeking higher yields.

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Emphasizing Independent Research

Our approach is deeply rooted in independent research, focusing on sectors where we believe our insights can provide the greatest value. By prioritizing rigorous, in-house analysis, we identify unique opportunities that may not be apparent through conventional methods. This commitment allows us to uncover hidden value and make informed decisions that benefit our clients, ensuring that our strategies are based on thorough, independent evaluations rather than market trends or external influences.

Utilizing Comprehensive Research Perspectives

To manage fixed-income portfolios effectively, we integrate multiple research perspectives: top-down macro analysis, bottom-up sector analysis, and quantitative insights. This multi-faceted approach allows us to assess market conditions from various angles, ensuring a well-rounded strategy. By combining these perspectives, we can better guide our allocations and make strategic decisions that align with our clients' investment goals. This holistic view enhances our ability to navigate the complexities of the fixed-income market and optimize portfolio performance.

Committing to a Long-Term Vision

Our commitment extends beyond immediate gains, embracing a long-term perspective in every aspect of our operations. From the selection of talent to market entry strategies and investment decisions, we prioritize sustainability and foresight. We believe that a long-term view is crucial for achieving enduring success and delivering consistent value to our clients. By focusing on long-term objectives, we ensure that our strategies are resilient and well-positioned to adapt to future market conditions.

Our Approach to Fixed-Income Investing

We recognize that global fixed-income markets are inherently inefficient. To capitalize on these inefficiencies, we employ a sector-by-sector, research-driven approach that is integrated on a global scale. Our strategies range from benchmark-aware to unconstrained, allowing us to tailor portfolios to meet a diverse set of client needs. This research-oriented methodology enables us to craft customized solutions that align with individual investment objectives and market conditions, enhancing our clients' potential for achieving their financial goals.

Managing Risk and Diversification with Fixed Products

Fixed-income investments provide long-term stability and the potential for higher returns compared to traditional savings accounts, making them suitable for retirement accounts, short-term savings, and portfolio diversification. They act as a hedge against market volatility and downside risk, offering a low-risk haven for conservative investors. By incorporating fixed-income products into their portfolios, investors can achieve guaranteed returns, preserve retirement assets, and mitigate risk, ensuring a balanced and secure investment strategy.

Elevate Agro & Investment Key Strategies

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Diversification

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Active Management

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Risk Management

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