The Ramirez Strategic Core Strategy generates “plus-like” alpha, without the use of derivatives or emerging market debt, through dynamic, concentrated sector allocation and rotation within the investment grade universe; RAM also allows a greater relative duration bandwidth (+/- 25%) versus the benchmark. Our objective is to maximize total rate of return and achieve better risk adjusted results than the benchmark over a complete market cycle.
Bloomberg Barclays U.S. Aggregate Index
U.S. Treasuries, U.S. Agencies, Asset Backed Securities (ABS), Agency Mortgage Backed Securities (MBS), Commercial Mortgage Backed Securities (CMBS), Corporates, Municipal Bonds
Duration: +/- 25% 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.
You may obtain a compliant presentation and firm’s list of composite descriptions by submitting a request here.