Bank Loan Fixed Income

The Bank Loan Fixed Income strategy seeks to generate excess returns relative to a benchmark with a similar level of volatility by investing primarily in U.S. leveraged loans, senior secured debt and senior unsecured debt, rated below investment grade.

Assets Under Management:
$503.1 million1
Portfolio Manager:

Timothy Rabe, CFA
S&P/LSTA U.S. Performing Loan Index2
Inception Date:
January 1, 2014
Available Vehicles:

Separately Managed Accounts

1 Represents total assets included in the Bank Loan Fixed Income strategy. Based on unaudited estimates and subject to change.

The performance benchmark for the Bank Loan Fixed Income (“Bank Loan FI”) composite is the S&P/LSTA U.S. Performing Loan Index, which is an unmanaged index constructed to mirror the bank loan market. Please see additional Performance Disclosures in the Performance section.

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