Fixed Income
Philosophy
We believe the role of fixed income is to GENERATE INCOME while providing SAFETY OF PRINICPAL. We employ a stable, consistent, and repeatable investment style that seeks to deliver competitive risk-adjusted returns based on the following investment beliefs.
Fixed Income Strategies
Why Galliard for Fixed Income
Our differentiated investment approach provides portfolio diversification and performance consistency
- Low correlation among the alpha sources drives consistency
- Expertise in certain high quality spread sectors not typically found in other core strategies (e.g. taxable municipals, structured government)
Our approach is designed to achieve long-term consistent, competitive risk-adjusted returns
- Representative fixed income composites have outperformed their primary benchmark greater than 97% of rolling 5-year time periods1
- Low tracking error and top tier information ratio
Single, long-tenured team in single office in Minneapolis with sole focus on high-quality fixed income solutions
- Client-centric culture driven by deeply experienced team members
- Direct access to our entire firm, from your dedicated relationship management team, to our investment leaders, to the President of the firm
1: Representative composites: Short Core, Short/Intermediate, Intermediate Aggregate, and Broad Market Core. As of September 30, 2024, these composites account for 55% of Galliard’s assets. Benchmark returns are not available net of fees. For comparative purposes, Galliard composite returns are gross of investment management fees and include all income, realized and unrealized gains and losses and all transactional costs. Click on the above buttons for annualized performance returns of these strategies.