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Baker Gilmore Short-term Bond

Product Highlights

  • Specialty fixed income manager – bonds are all we do
  • Proven forecasting skills
  • Leading-edge risk management

Investment Objective

  • Maximize long-term total returns
  • Protect 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 to accurately determine 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 generate superior returns while avoiding credit downgrades and defaults

Portfolio Construction & Risk Controls

  • Leading-edge risk and attribution systems
  • Risk management is integral to the investment process
  • Strategies chosen optimize risk/return trade-offs
  • Targeted top-down exposures are achieved through careful security selection
  • Weekly review ensures portfolio positioned for highest risk-adjusted expected return
Quick Facts
Inception Date December 31, 1993
Sector Allocation
% of Portfolio
Corporates 47.51%
Sovereigns 33.11%
Provincials and Municipals 19.38%
Supranationals 0.00%
Asset Backed 0.00%
All data as at: Jan 16, 2019

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