• OVERVIEW
  • |
  • PERFORMANCE

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.

Benchmark

Bank of America/Merrill Lynch
  1-3 Year U.S. Treasuries Index
  1-5 Year U.S. Treasuries Index

Investible Universe

U.S. Treasuries, U.S. Agencies, Asset Backed Securities (ABS), Corporates, Municipal Bonds

Portfolio Constraints:

Portfolio constraints are determined on an individual portfolio basis.

Average Quality:

Aa2

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 6/30/2017
INCEPTION
STRATEGY ASSETS $ 250 million
COMPOSITE ASSETS $ 250 million
FACT SHEET

PORTFOLIO MANAGEMENT TEAM

Samuel A. Ramirez, Jr.
Louis Sarno
Helen Yee

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