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.
Bank of America/Merrill Lynch
Broad U.S. Taxable Municipal Index
U.S. Treasuries, U.S. Agencies, Corporates, Municipal Bonds
Duration: +/- 20% relative to benchmark
Yield Curve: +/- 50% key rate duration relative to benchmark
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.
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