The Intermediate Fixed strategy is a fixed income investment management strategy that seeks to provide a total return in excess of the Bloomberg Intermediate Government/Credit Index. Excess return is achieved primarily through sector rotation and security selection. The strategy manages risk through issue diversification. Portfolio duration is managed in line with the benchmark. Portfolios — when permitted by client guidelines — will invest in non-benchmark sectors opportunistically.
(312) 847-8247
rscargill@zieglercap.com
Benchmark: Bloomberg Intermediate Gov/Credit
Inception Date: January 1, 2000
Investment Team: Fixed Income Group