Orleans Fixed Income Committee Employs a Team Approach
Regular meetings to provide consistent and systematic review of portfolios
Rigorous credit review and analysis
Strict adherence to client specific guidelines and objectives
Assistance with developing investment policy statement or risk parameters
Portfolio Construction and Analytical Testing
Diversification of holdings across yield curve maturity spectrum
Analytical testing of portfolio performance in a range of economic scenarios including changes in:
Interest Rates
Yield curve
Quality
Sector spreads
Investment Process: Top Down Theme Identification
Our process is centered around macro theme identification which involves studying the global landscape for trends that will impact investment decisions.
Discussion of supply and demand fundamentals
Consideration of relative attractiveness of spreads among sectors
We are not beholden to benchmark sector weightings
With diverse backgrounds and experiences, each portfolio manager brings a different perspective of the investment world to the table.
Years of observations and macro environment study has been central to our long term success and sets Orleans Capital apart from its competition.
Fixed Income Buy and Sell Discipline
While simultaneously reevaluating the securities in our portfolios from a bottom-up perspective, we reevaluate the top down macro and thematic views chosen.
