The Ramirez Intermediate Strategy emphasizes high-quality spread sectors in the 0 – 10 year maturities with an objective of maximizing total rate of return and achieving better risk adjusted results than the benchmark over a complete market cycle.
Bloomberg Barclays U.S. Government/
Credit Bond Index
U.S. Treasuries, U.S. Agencies, Asset Backed Securities (ABS), Agency Mortgage Backed Securities (MBS), Commercial Mortgage Backed Securities (CMBS), Corporates, Municipal Bonds
Duration: +/- 10% relative to benchmark
Yield Curve: +/- 20% key rate duration relative to benchmark
Maximum Maturity: 10 Years
Disclosure: Ramirez Asset Management, Inc. is an independent registered investment adviser that offers investment management services to institutional clients. Ramirez Asset Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). Ashland Partners & Company, LLP has independently verified Ramirez Asset Management from September 1, 2008 to March 31, 2017. The verification reports are available upon request.
You may obtain a compliant presentation and firm’s list of composite descriptions by submitting a request here.