Investment Objective
The Fund’s investment objective is high current income consistent with the preservation of capital.
an anchor for asset MANAGEMENT
Garcia Hamilton & Associates, based in Houston, Texas, is an investment management company that offers high-quality, fixed-income strategies for institutional investors. Founded in 1988, the firm’s diversified client base includes public funds, jointly trusteed plans, endowments and corporations.
Firm inception: 1988
Portfolio Managers:
- Gilbert Andrew Garcia, CFA; industry since 1985
- Nancy Rodriguez; industry since 1987
- Jeffrey D. Detwiler, CFA; industry since 1996
- Karen H. Tass, CFA; industry since 2005
top-down, active
portfolio management
The Fund is actively managed against the Bloomberg U.S. Aggregate Bond Index and maintains a duration
range of +/- 25% of that benchmark’s duration. The Fund’s goal is to outperform the benchmark, net of fees, over a full market cycle using a high-quality strategy with less risk, lower volatility and low turnover.
Total Fund Assets
$266.8 Million
Sub-Advisor (%)
Garcia Hamilton & Associates, LP |
100.0
|
sub-advisor video
Gilbert A. Garcia, CFA,
Garcia Hamilton & Associates, LP [1:40]
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