• STRATEGIC INTERMEDIATE STRATEGY OVERVIEW

The Ramirez Strategic Intermediate Strategy generates “plus-like” alpha through a dedicated Municipal and Credit fixed income allocation with a concentrated ETF allocation; RAM also allows a greater relative duration bandwidth (+/- 10%) 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.

Benchmark

Blended Index: 90% Bloomberg Barclays Intermediate U.S. Government/Credit Index and 10% S&P 500 Index

Investible Universe

U.S. Treasuries, U.S. Agencies, Corporates, Municipal Bonds, Equities/ETFs

Portfolio Constraints:

Duration: +/- 10% relative to benchmark
Maximum Maturity: 10 years

Average Quality:

A1


Disclosure: Ramirez Asset Management, 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 March 31, 2018. 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 9/30/2018
INCEPTION August 1, 2011
STRATEGY ASSETS $ 51.2 million
FACT SHEET
For More Information, Please Contact Us Below

PORTFOLIO MANAGEMENT TEAM

Samuel A. Ramirez, Jr.
Louis Sarno
Helen Yee

LEARN MORE



TOP