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Long Duration

Description:
The Ramirez Long Duration Strategy primarily utilizes a dedicated Municipal allocation with tactical use of core fixed income sectors (maximum 20%), our objective is to maximize total rate of return and achieve better risk adjusted results than the benchmark over a complete market cycle.


Benchmark:
Bank of America/Merrill Lynch (“BAML”) Broad U.S. Taxable Municipals Index



Portfolio Constraints
Duration: +/- 20% relative to benchmark
Yield Curve: +/- 50% key rate duration relative to benchmark


Sectors:
U.S. Treasury Securities
U.S. Agencies
Corporate Bonds
Municipal Bonds