• OVERVIEW
  • |
  • PERFORMANCE

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 (+/- 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.

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: +/- 25% relative to benchmark
Yield Curve: +/- 50% key rate duration 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. 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 $ 52 million
COMPOSITE ASSETS $ 52 million
FACT SHEET

PORTFOLIO MANAGEMENT TEAM

Samuel A. Ramirez, Jr.
Louis Sarno
Helen Yee

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