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Baker Gilmore Long Term Bond

Product Highlights

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

Investment Objective

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

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 to 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 positioned for the highest risk-adjusted expected returns
Quick Facts
Inception Date September 30, 1995
All data as at: Jul 04, 2022
Sector Allocation
% of Portfolio
Provincials and Municipals 56.04%
Sovereigns 24.14%
Corporates 19.82%
Asset Backed 0.00%
Supranationals 0.00%
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