SHORT DURATION

INTERMEDIATE

CORE

LONG DURATION

  • OVERVIEW
  • |
  • PERFORMANCE

The Ramirez Long Duration Strategy primarily utilizes a dedicated Municipal allocation with tactical use of core fixed income sectors (maximum 20%). Our objective is to maximize total rate of return and achieve better risk adjusted results than the benchmark over a complete market cycle.

Benchmark

Bank of America/Merrill Lynch
Broad U.S. Taxable Municipal Index

Investible Universe

U.S. Treasuries, U.S. Agencies, Corporates, Municipal Bonds

Portfolio Constraints:

Duration: +/- 20% relative to benchmark
Yield Curve: +/- 50% key rate duration relative to benchmark

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 May 1, 2014
STRATEGY ASSETS $ 142 million
COMPOSITE ASSETS $ 142 million
FACT SHEET

PORTFOLIO MANAGEMENT TEAM

Samuel A. Ramirez, Jr.
Louis Sarno
Helen Yee

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