• LONG DURATION STRATEGY OVERVIEW

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

The strategy is primarily benchmarked to the Barclays Long Government/Credit and secondarily to the Intercontinental Exchange Bank of America/Merrill Lynch (“ICE BaML”) Broad U.S. Taxable Municipal Securities Index.

Investible Universe

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

Portfolio Constraints:

Duration: +/- 15% relative to benchmark

Average Quality:

A1


Disclosure: Ramirez Asset Managment, Inc. is an independent registered investment adviser that offers investment management services to institutional clients. Ramirez Asset Management, Inc. (“RAM”) claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. RAM has been independently verified for the periods September 1, 2008 through December 31, 2017. The verification report(s) is/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 3/31/2018
INCEPTION April 1, 2014
STRATEGY ASSETS $ 151.1 million
FACT SHEET
For More Information, Please Contact Us Below

PORTFOLIO MANAGEMENT TEAM

Samuel A. Ramirez, Jr.
Louis Sarno
Helen Yee

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