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Separately Managed Accounts

Enhanced Cash Government SMA

Overview

Inception
Date

08.01.2022

Account
Minimum

N/A

Philosophy

  • Multi-faceted Process Adds Value
  • Conservative Approach to Fixed Income Management
  • Bond Market Inefficiencies Offer Opportunities for Selective Investors
  • Fundamental Research Drives Security Selection

Process

Top Down

  • Duration Management
  • Yield Curve Analysis
  • Sector Analysis

Bottom Up

  • Proprietary Analysis
  • Fundamental Research
  • Security Selection

Enhanced Cash Government SMA

Management

View professional designations disclosures

Photo of Andrew  Richman

Andrew Richman, CTFA

Co-Portfolio Manager

Photo of Dow  Taylor, Jr.

Dow Taylor, Jr., CFA®

Co-Portfolio Manager

Performance

All Performance as of 12.31.2023

Term QTR YTD 1 Year Since Inception1
Enhanced Cash Government SMA (Gross) 1.80 4.81 4.81 3.56
Enhanced Cash Government SMA (Net) 1.42 3.26 3.26 2.03

Enhanced Cash Government SMA

Materials

SMA

Insights

03.05.2024 • Charles Wittmann, CFA®

The Lead - "Advantaged Market Share"

- What makes an advantaged company? - In our view, one notable characteristic of an advantaged company is growing its market share. - Simply put, we believe companies with greater market share are more profitable. - We seek to field a portfolio of advantaged companies with strong and potentially growing market shares to position our clients to win.

03.01.2024

4Q23 Equity Income SMA Review and Outlook

The 4Q23 Equity Income SMA Review and Outlook reviews performance, holdings, and dividend growth within the strategy.

preview of document

03.01.2024 • Shane Burke

The Federal Reserve During an Election Year - March 2024

2024 is expected to be one of the biggest election years in history, with more than 60 countries representing approximately half of the world’s population heading to the polls. The year will include multi-day legislative elections in India (the largest population in the world), Indonesia’s presidential election (the world’s largest single-day vote), and the globally-anticipated U.S. presidential election.

02.06.2024 • Charles Wittmann, CFA®

The Lead - "Actively Aware"

- By utilizing our investment process and our investment team, we believe we can build portfolios different from the benchmark and provide an opportunity to generate returns above the benchmark over time. - Ironically, many passive indexes make active bets themselves. In 2023, the S&P 500 Dividend Aristocrats suffered its worst performance relative to the S&P 500® Index since 1999. - We’ve believed for over 20 years that portfolio managers with material amounts of their net worth invested alongside clients incentivizes portfolio diversification and active adjustments, rather than a static index where there is no vested interest. Our mission is to generate above-average returns with below-average risk over time.

preview of document

02.02.2024

Sterling Capital Management LLC to be acquired by Guardian Capital Group Limited

We are delighted to announce that Guardian Capital Group Limited has reached an agreement under which Guardian’s wholly-owned subsidiary Guardian Capital LLC will acquire Sterling Capital from Truist. Post-closing, Sterling Capital will become an independently-operated subsidiary of Guardian.

01.22.2024 • Whitney Stewart, CFA®

Are the S&P 493 and Small Caps Well-Positioned for Attractive Performance?

During the calendar year of 2023, the “Magnificent Seven” (M7) of Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla rallied 111% on average, outperforming the S&P 500® Equal Weight Index (+14% total return for 2024) by 97%, leading to an all-time high concentration for the seven largest stocks in the S&P 500® Index. Based on the factors below, some investors believe the rest of the S&P 493 and small-cap stocks are positioned for attractive returns in 2024 and beyond.

Contact

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