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ABOUT US
OUR TEAM
STRATEGIES
CONTACT US
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Strategic Intermediate

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


Portfolio Constraints
Duration: +/- 25% relative to benchmark
Yield Curve: +/- 50% key rate duration relative to benchmark
Maximum Maturity: 10 years


Sectors:
U.S. Treasury Securities
U.S. Agencies
Corporate Bonds
Equities/ETFs
Municipal Bonds