JAG’s intermediate duration taxable fixed income solutions seek to maximize total return while mitigating and managing risk.
Our fixed income strategies employ a bottom-up and research-driven investment process that results in focused but diversified portfolios of individual bonds. As value-centric bond investors, we endeavor to provide clients with a reliable source of portfolio income while minimizing interest rate risk.
JAG offers our Corporate Fixed Income and Enhanced Core Fixed Income strategies in Separately Managed Account (SMA) and Unified Managed Account (UMA) formats. For qualified clients, we also offer separately-managed portfolios with customizable duration, credit quality, and ESG/SRI characteristics.
Corporate Fixed Income Performance
Annualized Composite Returns as of December 31, 2020
| JAG CFI Net | JAG CFI Gross | BBIC | |
|---|---|---|---|
| Q4 2020 | 2.05% | 2.39% | 1.76% |
| YTD | 5.50% | 6.89% | 7.47% |
| 3 Years | 4.00% | 5.39% | 5.71% |
| 5 Years | 3.53% | 4.86% | 5.02% |
| 7 Years | 2.80% | 4.12% | 4.35% |
| 10 Years | 3.16% | 4.48% | 4.48% |
| 3/31/09 Inception | 4.93% | 6.27% | 6.04% |
Enhanced Core Fixed Income Performance
Annualized Composite Returns as of December 31, 2020
| JAG ECFI Gross | JAG ECFI Net | BBIGC | |
|---|---|---|---|
| Q4 2020 | 1.95% | 1.62% | 0.48% |
| YTD | 6.35% | 5.02% | 6.43% |
| 3 Years | 4.84%% | 3.53% | 4.68% |
| 5 Years | 4.35%% | 2.99% | 3.64% |
| 7 Years | 3.67%% | 2.30% | 3.20% |
| 10 Years | 3.94%% | 2.58% | 3.11% |
| 3/31/98 Inception | 5.49% | 4.52% | 4.54% |