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Expertise Information about our experience and capabilities
Philosophy Our approach to investment management and to delivering consistent added value
Approach Our approach to investment process, research and risk management
Investing with Baker Gilmore Our approach and commitment to servicing our clients
Fixed Income Solutions

Baker Gilmore Government Bond

Product Highlights

  • Specialty fixed income manager
  • Fundamental value-oriented approach
  • Rigorous forecasting methodology
  • Leading-edge risk management and attribution

Investment Objective

  • Maximize long-term total returns while protecting capital from major market fluctuations

Investment Philosophy & Process

  • Markets regularly deviate from fundamentals
  • Top-down macro forecasting of key factors that drive bond market returns
  • Bottom-up fundamental research focused on accurately determining default risk
  • Opportunity exists when issues with low default risk are attractively valued
  • A value-oriented, long-term theme-driven approach, together with a deep understanding of risk, enables Baker Gilmore to add value while avoiding credit downgrades and defaults

Construction & Risk Controls

  • Leading-edge risk and attribution systems
  • Sharp focus on downside protection
  • Strategies chosen optimize risk/return trade-offs
  • Targeted top-down exposures are achieved through careful security selection
  • Risk management is integral to the investment process and ensures the portfolio is positioned for the highest risk-adjusted expected returns
Quick Facts
Inception Date July 31, 2012
All data as at: Nov 20, 2018
Sector Allocation
% of Portfolio
Sovereigns 50.00%
Provincials and Municipals 41.98%
Corporates 6.63%
Asset Backed 1.39%
Supranationals 0.00%
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