SHORT DURATION

INTERMEDIATE

CORE

LONG DURATION

  • OVERVIEW
  • |
  • PERFORMANCE

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.

Benchmark

Bloomberg Barclays U.S. Government/
Credit Bond Index

Investible Universe

U.S. Treasuries, U.S. Agencies, Asset Backed Securities (ABS), Agency Mortgage Backed Securities (MBS), Commercial Mortgage Backed Securities (CMBS), Corporates, Municipal Bonds

Portfolio Constraints:

Duration: +/- 10% relative to benchmark
Yield Curve: +/- 20% key rate duration relative to benchmark
Maximum Maturity: 10 Years

Average Quality:

A1

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.

FAST FACTS
as of 3/31/2017
INCEPTION September 1, 2010
STRATEGY ASSETS $ 127 million
COMPOSITE ASSETS $ 566 million
FACT SHEET

PORTFOLIO MANAGEMENT TEAM

Samuel A. Ramirez, Jr.
Louis Sarno
Helen Yee

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