Investment Philosophy

At Wisdom Fixed Income Management, we employ an adaptive, multi-layered approach to capture a wide range of opportunities. Our robust portfolio management style and forward-looking macro process, seek to provide an effective yield while focusing on capital preservation of your investments in any market environment.

Strategies

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Highlights

  • Diverse Cash Strategy: Utilizes a portfolio of high-quality U.S. issued securities, repurchase agreements collateralized by cash or government securities, and cash or cash equivalents.
  • Daily Liquidity: Active management seeks to provide daily liquidity and capital preservation.
  • Risk Management: Designed with the objective of minimizing risk relative to traditional cash investments.
  • High-Quality Investments: Invests in U.S. Treasury Bills, Notes, other obligations issued by the U.S. government, including repurchase agreements backed by such obligations.
Key Objectives
  • Capital Preservation: Pursues preservation of capital through high-quality, short-term money market instruments.
  • Returns: Aims to provide higher returns on cash beyond a U.S. 1-Month Treasury Bill or money market fund.1
  • Conservative Investment: Utilizes a conservative approach to cash investment.

Disclosures

  • There is no guarantee the Short Term Government strategy will achieve its stated objectives, and actively managed portfolios may fail to produce intended results. Past performance is not a guarantee of future results. Additionally, all investments carry risk and there is possibility for loss in the Short Term Government strategy. No investment strategy can ensure a profit or eliminate the risk of loss. Portfolio characteristics and holdings are subject to change without notice.
  • Investments in fixed income securities will fluctuate with changes in interest rates. Typically, a rise in interest rates causes a decline in the value of fixed income securities; and, on the other hand, if rates fall, the value of fixed income securities generally increases.
  1. The Short Term Government Strategy may have a greater risk of loss compared to a U.S. 1-Month Treasury Bill or money market fund.

Highlights

  • Enhanced Yield Potential: Short Duration strategy aims to provide a yield premium and total return advantage over traditional cash investments with a modest increase in risk through investment in longer maturity bonds and a wider range of investment-grade fixed income securities.
  • Diverse Investments: Primarily invests in high-quality fixed and floating rate corporate and securitized bonds across both domestic and international markets.
  • Targeted Duration: The strategy typically maintains a duration of one year or less under most market conditions, balancing risk and return.

Key Objectives

  • Steady Income Stream Investments: Seeks to increase value through investment in consistent income streams.
  • Returns: Targets returns on cash that surpass money market funds.1
  • Capital Preservation: Emphasizes capital preservation while seeking yield.
  • Diversification: The Short Duration strategy achieves diversification by allocating investments across a wide range of asset classes, striving for a well-balanced portfolio that is resilient in various market environments. Its benchmark agnostic approach allows for dynamic management, minimizing correlation with broad market movements while focusing on consistent performance and risk-adjusted returns.

Disclosures

  • There is no guarantee the Short Duration strategy will achieve its stated objectives, and actively managed portfolios may fail to produce intended results. Past performance is not a guarantee of future results. Additionally, all investments carry risk and there is possibility for loss in the Short Duration strategy. No investment strategy can ensure a profit or eliminate the risk of loss. Portfolio characteristics and holdings are subject to change without notice.
  • Investments in fixed income securities will fluctuate with changes in interest rates. Typically, a rise in interest rates causes a decline in the value of fixed income securities; and, on the other hand, if rates fall, the value of fixed income securities generally increases.
  1. The Short Duration strategy may have a greater risk of loss compared to money market funds.