OUR PERFORMANCE DRIVEN

Strategies

Gold line

We strive to add value to client portfolios through our meticulous attention to detail. By adhering to client guidelines and understanding their risk appetite, we create uniquely tailored portfolios for each individual client, ensuring their investment needs are met with precision.

Richmond's Belle Isle Suspension Bridge

Short Duration

Separately Managed Portfolios, offering durations of less than 4 years with attractive yields. Tailored to your specific needs and risk appetite.

  • Investment grade fixed income composite with effective maturities less than 4 years focused on Investment Grade Credit, Agency MBS, ABS, Commercial MBS, Treasuries and Agencies. This composite seeks to add value through sector rotation, yield curve analysis and security selection. Composite is benchmarked against the Bloomberg 1-3 Year Government Credit Index.

  • Investment grade fixed income composite with effective maturities less than 6 years focused on Investment Grade Credit, Agency MBS, ABS, Commercial MBS, Treasuries and Agencies. This composite seeks to add value through sector rotation, yield curve analysis and security selection. Composite is benchmarked against the Bloomberg 1-5 Year Government Credit Index.

  • Short duration high yield targets high income and capital preservation by investing in BB/B rated USD cash-pay corporate bonds maturing inside 3 years. SDHY targets high yield type returns with less volatility than the broad market and low correlation to aggregate fixed income. The SDHY strategy seeks to add value through fundamental single-name bond picking, sector selection, and default avoidance. A stop loss mechanism limits downside risk. The strategy uses strict capacity constraints to preserve style integrity. Short duration high yield does not invest in bonds with maturities beyond 5 years or credit ratings of CCC or lower

Core Fixed Income

Separately Managed Portfolios, providing access to the full spectrum of fixed income securities. Tailored to meet your specific needs and risk appetite.

  • Investment grade broad market fixed income composite focused on Investment Grade Credit, Agency MBS, Commercial MBS, ABS, Treasuries and Agencies. This composite seeks to add value through sector rotation, yield curve analysis and security selection. Composite is benchmarked against the Bloomberg Aggregate Index.

  • Investment grade broad market fixed income composite focused on Investment Grade Credit, Agency MBS, ABS, Commercial MBS, Treasuries and Agencies. This composite seeks to add value through sector rotation, yield curve analysis and security selection. Composite is benchmarked against the Bloomberg Government Credit Index.

  • Investment grade fixed income composite with effective maturities less than 12 years focused on Investment Grade Credit, Agency MBS, ABS, Commercial MBS, Treasuries and Agencies. This composite seeks to add value through sector rotation, yield curve analysis and security selection. Composite is benchmarked against the Bloomberg Intermediate Government Credit Index.

  • Investment grade fixed income composite with effective maturities less than 12 years focused on Investment Grade Credit, Agency MBS, ABS, Commercial MBS, Treasuries and Agencies. This composite seeks to add value through sector rotation, yield curve analysis and security selection. Composite is benchmarked against the Bloomberg Intermediate Aggregate Index.

Core Fixed Plus

Leverage the full market of fixed income securities, including those rated below investment grade.

  • Actively-managed fixed income fund designed to achieve enhanced total returns through tactical allocations in highly specialized subsectors of the securitized and corporate credit sectors markets. Fund may hold up to 15% in below-investment grade rated bonds and up to 5% in non-rated bonds. Fund is benchmarked against the Bloomberg Aggregate Index.

  • The Opportunistic Core Plus CEF invests in fixed income closed end funds and ETFs. The strategy aims to purchase closed-end funds that are trading at a material discount to Net Asset Value, which can either be held for their enhanced yield, or sold once the discount narrows. The strategy seeks to add further outperformance by opportunistically changing the allocation to closed end funds based on market conditions and valuations. The strategy utilizes broad market ETFs to structure the total portfolio’s characteristics relative to the benchmark. The strategy is benchmarked against the Bloomberg Aggregate Index.

Absolute Return

Achieve favorable total returns over time by exclusively utilizing Treasury-quality securities with conservative leverage.

  • Actively-managed “Absolute Return” fixed income fund created and designed to capitalize on high current income plus monetizing additional total returns realized from pricing dislocations of the Federally-guaranteed construction-related MBS sector. Fund must hold 100% in Treasury and Federally-issued MBS. Fund interest rate risk is limited to not exceed 1 year.

RCM Customized

Tailoring portfolios to meet specific duration targets, restriction lists, credit quality preferences, and tax considerations, we ensure personalized investment solutions.

  • Passively managed strategy structured to replicate the total return of the intermediate TIPS market.

  • We offer customizable Liability Driven Investing (LDI) strategies to meet our client’s needs. This can range from long duration benchmarks to “partial” LDI in which a portion of the liabilities are matched or “full” LDI where assets and liability durations are matched. Richmond Capital builds simple, transparent and diversified LDI portfolios with all cash bonds, leveraging our extensive existing research. Our style bias towards high quality fixed income with a focus on high-grade credit is perfect for LDI applications.

  • The Opportunistic Muni CEF invests in municipal bond closed end funds and ETFs. The strategy aims to purchase closed-end funds that are trading at a material discount to Net Asset Value, which can either be held for their enhanced yield, or sold once the discount narrows. The strategy seeks to add further outperformance by opportunistically changing the allocation to closed end funds based on market conditions and valuations. The strategy utilizes broad market ETFs to structure the total portfolio’s characteristics relative to the broad municipal market.

Want to chat strategies?

Our team is ready to deliver tailored investment solutions to meet your unique needs.

Contact Us