Investment Approach

Philosophy

Baker Gilmore believes that markets regularly deviate from fundamentals, allowing a value-driven approach to generate superior returns over a long-term investment horizon. Delivering consistent added value is best achieved through the pursuit of multiple, diversified strategies, which capitalize on the best investment opportunities available in the market place.

Process

Baker Gilmore’s investment process combines fundamentally-driven, subjective forecasting of the key factors that drive bond market returns with a rigorous, quantitative approach to portfolio construction and implementation to meet each client’s specific return and risk objectives.

Research

Research is the cornerstone of Baker Gilmore's investment philosophy. All members of the investment team contribute their specialized skills to a disciplined process that utilizes a comprehensive inventory of information, including official statistical releases, specialized periodicals and investment dealer publications. Credit research combines in-house analysis of corporate financial strength with information from credit rating agencies.

Risk Management

Baker Gilmore’s risk management process is designed to ensure that portfolios are constructed to capture the most attractive risk-adjusted strategies from the firm’s opportunity set. Our quantitative tools allow us to accurately position and tailor active portfolio risks specific to the risk tolerances and return objectives of each client and to ensure that no unintended exposures are taken.