Old Glory Core Fixed Income

 

Sub-Adviser:  JAG Capital Management

Firm Location:  St. Louis, Missouri

AFounded:  1945

Investment Professionals:  24 professionals

Ownership:  100% Employee Owned

Portfolio Duration:  Intermediate

Average Quality of Portfolio: Above Investment Grade

Benchmark: Barclays Aggregate Index

 

Investment Philosophy

 

The overriding goal of JAG’s investment process is to identify securities that they believe exhibit the potential to provide more return for equal risk to comparable securities or provide equal return for less risk than comparable securities.

 

They look for securities that present the best relative value based on credit and sector analysis. JAG follows a “bottom-up” approach to fixed income portfolio management. This allows them to uncover unique opportunities by analyzing the credit quality and valuation characteristics of securities and identifying the most attractive candidates for purchase. JAG strives to hold securities to maturity or call.

 

 

 

SMID Cap Growth | Large Cap Growth | Large Cap Value

Core Fixed Income | Core Plus Fixed Income

 

 

 

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