The Ramirez Short Duration Strategy is a total rate of return strategy that generates alpha through a broad exposure to 0-5 year investment grade spread sectors.
Bank of America/Merrill Lynch
1-3 Year U.S. Treasuries Index
1-5 Year U.S. Treasuries Index
U.S. Treasuries, U.S. Agencies, Asset Backed Securities (ABS), Corporates, Municipal Bonds
Portfolio constraints are determined on an individual portfolio basis.
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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