We are committed to serving the institutional marketplace by offering fixed-income investment solutions with client-focused services.
These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles.
With over $40 billion in assets under management as of February 28, 2025, we are dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process.
Our tailored investment strategies incorporate a unified investment philosophy and process across the fixed income risk spectrum.
Experience, Performance and Stability
37
Investment Specialists & Professionals
36
Year Track Record as an Independent Business
$40.5B
Assets Under Management
- $30.1B Insurance
- $2.3B Separately Managed Accounts and Pooled Vehicles
- $8.1B Manager of Managers
As of February 28, 2025
Thought Leadership & Market Insights
CIO Mark Heppenstall Weighs in on Auto Tariffs, Economic Uncertainty and Fixed-Income Opportunities on Fox Business’ “Mornings With Maria”
By Mark Heppenstall | April 1, 2025
Chief Investment Officer Mark Heppenstall returned to Fox Business to share his take on rising market uncertainty, the latest tariff developments and his outlook for fixed income. Mark shared the initial concerns regarding tariffs sparki…
- March 31, 2025 The Week of Liberation Day
- March 28, 2025 Portfolio Manager George Cipolloni Talks Market Rotation, Fed Policy and Where To Find Value on BNN Bloomberg “The Open”
- March 27, 2025 It’s Electric – Data Centers on Track for Record-Setting Year
- March 24, 2025 Equity Markets Pop on Tariff News
- March 21, 2025 Portfolio Manager George Cipolloni Discusses Market Turbulence, Consumer Confidence and Growth to Value Rotation on Reuters “Market Talk”
- March 20, 2025 Resiliency Remains for IG Credit
- March 17, 2025 Markets Start to Rebound, but Uncertainty Lingers