Global Fixed Income

 

Strategy Overview

Intended for investors with low risk tolerance, the portfolio seeks to provide diversification benefits when added to higher volatility equity allocations via an SMA structure.
Global Fixed Income Strategy

Strategy Summary

Risk management may be further enhanced through the use of exchange traded funds (ETFs) as well as hedge positions to manage interest rates and credit risk based on macro model input.

The strategy is offered in both tax-sensitive and qualified versions.

Strategy Objective

Seeking capital preservation with limited income generation and growth of principal close to the underlying long-term rate of inflation.

Portfolio Managers
Tom Samuelson, CFA, CMT
Chief Investment Officer
Kendall Dilley, CFA, CMT
Portfolio Manager

Strategy Information

  • Inception: August 2015
  • Category: Intermediate Core Bond
  • Structure: Managed Account (SMA)
Request for Proposal

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For more information on the Global Fixed Income Strategy contact us.

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Vineyard Global Advisors LLC is a dba of  Integrated Advisors Network LLC, collectively hereinafter (“the Adviser” or “Vineyard Global Advisors” or “VGA”) and is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training.

More information about Vineyard Global Advisor, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.

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