Fixed Income
Philosophy
We believe the role of fixed income is to generate income while providing safety of principal. We employ a stable, consistent, and repeatable investment style that seeks to deliver competitive risk-adjusted returns based on the following investment beliefs.
Fixed Income Strategies
Why Galliard for Fixed Income
Our differentiated investment approach provides portfolio diversification and performance consistency.
- Low correlation among the alpha sources drives consistency.
- Expertise in certain high quality spread sectors not typically found in other core strategies (e.g. taxable municipals, structured government).
Our approach is designed to achieve long-term consistent, competitive risk-adjusted returns
- Representative fixed income composits have outperformed their primary benchmark greater than 97% of rolling 5-year time periods1
- Low tracking error and top tier information ratio
Single, long-tenured team in single office in Minneapolis with sole focus on high-quality fixed income solutions.
- Client-centric culture driven by deeply experienced team members
- Direct access to our entire firm, from your dedicated relationship management team, to our investment leaders, to the President of the firm
1: Representative composites: Short Core, Short/Intermediate, Intermediate Aggregate, and Broad Market Core. As of June 30, 2024, these composites account for 55% of Galliard’s assets.