Ben Caron

Newfleet Asset Management is a long-term, fixed income specialist who employs a multi-sector approach to investing. They build their portfolios through rigorous core credit analysis and active portfolio management. The firm utilizes both top-down sector analysis and allocation and bottom-up security selection. They seek broad diversification across industries and issuers in an attempt to limit downside risk. Newfleet Asset Management offers a suite of multi-sector strategies that vary by investment objective, exposure to below investment grade and non-US securities, and duration. The strategies are managed by a single team and share a consistent philosophy and a process that is actively managed, relative value driven, research intensive, and opportunistic. A focus beyond core sectors seeks to add value.

Acts as Closed-End Investment Fund/Investment Trust

Acts as Closed-End Investment Fund/Investment Trust

VFIA is an active bond manager who believes that the market offers potential opportunities for returns to investors who understand and correctly value Fixed Income securities. The firm focuses their management efforts on the bottom-up principle of security selection along with top-down strategies for sector allocation and yield curve structure using rigorous fundamental research as well as a series of proprietary and third-party tools to identify value. Their diversified portfolios of well-researched companies, value-added security structures and sector rotation seek to provide attractive spreads above the benchmark, regardless of the level or direction of interest rates, at controlled risk levels.

Functions as a College/University

Functions as a College/University

FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts.

Goodwin offers a range of actively managed multi-sector strategies. Their strategy employs active sector rotation, strong security selection and disciplined risk management, which provides the most effective means to achieve excess returns in the fixed income market. The firm seeks the best opportunities to maximize total return while avoiding interest-rate forecasting. They use a relative value approach to the fixed income market which stresses active sector rotation, and if allowed in client guidelines, could include below investment grade debt and emerging markets. Portfolio construction is a combination of top-down sector allocation and bottom-up issue selection, both of which are based on relative valuation.