Bradford & Marzec − Who We Are
Bradford & Marzec LLC, founded in 1984, manages fixed income portfolios utilizing a dynamic, long-only investment style. With each economic cycle the Firm’s top-down, relative value process seeks to add excess return by shifting between fixed income sectors. The efficacy of that process, refined over many economic and financial cycles, has proved its resiliency.
We invest directly in the cash bond markets with limited use of derivatives. Our size and focus on liquid securities enable quick and meaningful implementation of our portfolio strategies. We are able to shift among sectors without adversely affecting pricing in most market conditions. Counterparty risk for our clients is minimal given our limited use of derivatives.
Our Senior Portfolio Management team averages more than 31 years of investment experience.
Latest White Paper - "Commentary On U.S. Treasury Floating Rate Note"
September 2013 White Paper - "Bank Loans - Reviewing the past, with a view to the Future"
Directions to our office
2Q 2013 Private Wealth Management SMA Core Product Profile.
2Q 2013 Private Wealth Management SMA Core Plus Product Profile.
Bank Loans Q&A.
The U.S. Treasury released the date for the first issuance of federal government floating-rate notes in its quarterly refunding announcement on November 6, 2013. The Treasury will auction between $10 billion and $15 billion in two-year floating rate notes on January 29, 2014. This is the first new security issued by the Treasury in almost 20 years; TIPS (Treasury Inflation-Protected Securities) was the last new product.
333 Hope Street, Suite 4050
Los Angeles, CA 90071
Director, Sales & Marketing
(213) 687-9170 ext 257
Private Wealth Management
Mark Kavolius, CIMA
Regional Sales Director, East Coast
Cell: (617) 721-4341
Michael J. Kelnosky
Regional Sales Director, Mid-West
Cell: (312) 835-8371