The objective of the NIS short duration strategy is to build and maintain a portfolio that represents the best relative value available based on the expected economic and market environment.

The portfolio composition of our short duration strategy is customizable to the liquidity constraints of the client. We look to add incremental return by taking advantage of market anomalies. Our goal is to outperform the Bloomberg Barclays Capital 1-3 Year Government Corporate Index and to rank in the upper quartile in a universe of our peers.

ASSET OVERVIEW

NIS has $312 Million in short duration assets under management

As of 6/30/18

$312
Million

STRATEGY AT A GLANCE

  • Total rate of return. We seek total rate of return through the active management of all structural components of the portfolio — sector and industry allocation, credit quality, liquidity, yield curve, maturity exposure and call structure.
  • Primary focus. The primary focus of our short duration strategy is issue selection and sector rotation.
  • Performance in current economic environments. We aim to buy credits or structures that perform well in current economic environments, and typically do not involve them in duration management.

PORTFOLIO MANAGEMENT

Kent J. White, CFA
Co-Chief Investment Officer
Jason C. Berrie, CFA
Co-Chief Investment Officer
Mark R. Anderson, CFA
Chief Strategy Officer
James S. Kaplan, CFA
Lead Portfolio Manager, Structured Products
Barbara A. Schalla, CFA
Portfolio Manager, Corporate Bonds
Vincent S. Russo, CFA
Portfolio Manager, Corporate Bonds
Lesly M. Barnes
Portfolio Manager, Structured Products
Stefan T. Martin
Portfolio Manager, Structured Products