2017 - 1st Quarter Review

Performance from our portfolios remains very positive as our investment strategy of higher quality names of a longer duration continues to outperform the relative benchmarks.

Our Global Bond USD Composite (Gross) returned 3.69% for the first quarter of 2017.

Our Global Bond Euro Hedged Composite returned 2.76% in Euros during Q1.

Our Renminbi Bond Composite (Gross) returned 6.20% over the first quarter.

Full PDF

2016 - 3rd Quarter Review

Performance from our portfolios remains very positive as our investment strategy of higher quality names of a longer duration continues to outperform the relative benchmarks.

Our Global Bond USD Composite (Gross) returned +3.4% for Q3, bringing the YTD performance to 12.4%.

Our Global Bond Euro Hedged Composite returned +2.3%, bringing the YTD return to 11.0% in Euros.

Our Renminbi Bond Composite (Gross) returned +4.0% for the quarter bringing the YTD performance up to 13.3%.

Full PDF

2016 - 2nd Quarter Review

Performance from our portfolios remains very positive as our investment strategy of higher quality names of a longer duration continues to outperform the relative benchmarks.

Our Global Bond USD Composite (Gross) returned +3.7% for Q2, bringing the YTD performance to 8.4%.

Our Global Bond Euro Hedged Composite returned +4.0%, bringing the YTD return up to 8.5% in Euros.

Our Renminbi Bond Composite (Gross) returned +1.4% for the quarter bringing the YTD performance up to 9.0%.

Full PDF