Core Bond Fund
Mutual Funds | Fixed Income
Core Bond Fund
YTD RETURN
0.00%
Fund Name
Mutual Fund
Overview
Actively managed core bond portfolio that may be considered for the primary element of an investor’s fixed income allocation, seeking to provide income, stability and equity diversification.
Why Invest
Go Beyond the Benchmark With An Active Approach
Utilizes a broader opportunity set of high quality, investment grade sectors than the Bloomberg U.S. Aggregate Bond Index
Multiple Sources of Potential Alpha
Seeks to add value through security selection, relative value sector allocation and, to a lesser extent, duration management
High Conviction Security Selection
Typically 50-80 corporate issuers in the Fund, compared with ~1,000 in the Bloomberg US Aggregate Bond Index
Portfolio Management Team
Thanos Bardas, PhD, Senior Portfolio Manager and Global Co-Head of Investment Grade
Thanos Bardas, PhD, Managing Director, joined the firm in 1998. Thanos is the Global Co-Head of Investment Grade and serves as a Senior Portfolio Manager on Global Investment Grade and Multi-Sector Fixed income strategies. He sits on the firm’s Asset Allocation Committee and Fixed Income’s Investment Strategy Committee, and is a member of the Fixed Income Multi-Sector Group. Thanos also leads the Global Rates team in determining rates exposure across various portfolio strategies and oversees both inflation and LDI investments. Thanos graduated with honors from Aristotle University, Greece, earned his MS from the University of Crete, Greece, and holds a PhD in Theoretical Physics from State University of New York at Stony Brook. He holds FINRA Series 7 and Series 66 licenses.
Nathan Kush, Senior Portfolio Manager
Nathan Kush, Managing Director, joined the firm in 2001. Nathan is a Senior Portfolio Manager for the firm’s Global Investment Grade strategies. Additionally, he is involved in investment grade credit research and previously covered the banking, brokerage, finance, insurance and REIT sectors. Before joining the Global Investment Grade team, he spent three years in Debt Capital Markets in the Investment Banking Division of Lehman Brothers. Nathan earned a BS in Finance and Accounting from Tulane University and an MBA from the University of Chicago.
David M. Brown, CFA, Senior Portfolio Manager and Global Co-Head of Investment Grade
David Brown, CFA, Managing Director, rejoined the firm in 2003. Dave is Global Co-Head of Investment Grade, Co-Head of Multi-Sector Fixed Income, a member of the Fixed Income Investment Strategy Committee, and acts as Senior Portfolio Manager on both Global Investment Grade and Multi-Sector Fixed Income strategies. Dave also leads the Investment Grade Credit team in determining credit exposures across both Global Investment Grade and Multi-Sector Fixed Income strategies. He initially joined the firm in 1991 after graduating from the University of Notre Dame with a BA in Government and subsequently received his MBA in Finance from Northwestern University. Prior to his return, he was a senior credit analyst at Zurich Scudder Investments and later a credit analyst and portfolio manager at Deerfield Capital. Dave has been awarded the Chartered Financial Analyst designation.
Olumide Owolabi, Senior Portfolio Manager
Olumide Owolabi, Managing Director, joined the firm in 2003. Olumide is the Head of the U.S. Rates team and serves as a Senior Portfolio Manager on multiple Fixed Income strategies including Core Bond, Core Plus, Government and Inflation-aware investments. He has over the years held leadership, investment and research positions across multiple Fixed Income investment groups. Previously, Olumide was a Senior Quantitative Analyst where he developed quantitative tools and valuation models in interest rates, inflation products and credit. Prior to joining the firm, he spent four years in the banking industry, the last two as an investment analyst in the Treasury and Investment group of City Express Bank Plc. Olumide earned a BS in Mathematics from the University of Ilorin in Nigeria and an MS in Financial Mathematics from the University of Chicago. In addition, he holds FINRA Series 7 and Series 66 licenses.
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