Investment Philosophy - Core-Plus
We believe that the global, macro-economic environment is the primary driver of returns within the fixed income marketplace, and that understanding the trends within this environment provides us with the best opportunities to add value. Our disciplined approach seeks to add value mainly through duration, sector rotation, and security selection. Therefore, we utilize a top-down, sector rotation investment style. We integrate this top-down approach with independent, bottom-up fundamental and technical analysis for issuer and security selection. “Plus” sectors, International and High Yield, are used tactically when the environment favors these sectors; long-term positions are generally not maintained in these sectors as their attractiveness can fluctuate sharply with the global economic cycle.
We believe that the global, macro-economic environment is the primary driver of returns within the fixed income marketplace, and that understanding the trends within this environment provides us with the best opportunities to add value. Our disciplined approach seeks to add value mainly through duration, sector rotation, and security selection. Therefore, we utilize a top-down, sector rotation investment style. We integrate this top-down approach with independent, bottom-up fundamental and technical analysis for issuer and security selection. “Plus” sectors, International and High Yield, are used tactically when the environment favors these sectors; long-term positions are generally not maintained in these sectors as their attractiveness can fluctuate sharply with the global economic cycle.
Products & Services
Core-Plus
Institutional Product Profile
SMA Product Profile
Contact Us:
tel: 213.687.9170
fax: 213.625.1045
Address:
333 Hope Street, Suite 4050
Los Angeles, CA 90071
Institutional
Mary Yablonsky
Director, Sales & Marketing
(213) 687-9170 ext 257
myablonsky@bradfordmarzec.com
Private Wealth Management
Mark Kavolius, CIMA
Regional Sales Director, East Coast
Cell: (617) 721-4341
mkavolius@bradfordmarzec.com
Michael J. Kelnosky
Regional Sales Director, Mid-West
Cell: (312) 835-8371
mkelnosky@bradfordmarzec.com
Vincent E. Zupo
Regional Sales Director, West Coast
Office: (213) 687-9170 ext. 237
Cell: (213) 500-3185
vzupo@bradfordmarzec.com