Baker Gilmore Short-Term Bond Strategy
Highlights
- Specialty fixed income manager – bonds are all we do
- Proven forecasting skills
- Leading-edge risk management
Objectives
- Maximize long-term total returns
- Protect capital from major market fluctuations
Investment Philosophy & Process
- Markets regularly deviate from fundamentals
- Top-down macro forecasting of key factors that drive bond market returns
- Bottom-up fundamental research to accurately determine default risk
- Opportunity exists when issues with low default risk are attractively valued
- A value-oriented, long-term theme-driven approach, together with a deep understanding of risk, enables Baker Gilmore to generate superior returns while avoiding credit downgrades and defaults
Portfolio Construction & Risk Controls
- Leading-edge risk and attribution systems
- Risk management is integral to the investment process
- Strategies chosen optimize risk/return trade-offs
- Targeted top-down exposures are achieved through careful security selection
- Weekly review ensures portfolio positioned for highest risk-adjusted expected return
Founded in 1988 and based in Montreal, Baker Gilmore & Associates Inc. is one of Canada’s largest specialty fixed income managers with over $9 billion in assets under management on behalf of insurance companies, pension plans, corporations, mutual funds and non-profit institutions. Baker Gilmore is part of the Connor, Clark & Lunn Financial Group, a multi-boutique asset management firm whose affiliated companies collectively manage over $132 billion in assets.
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CC&L Funds Inc.
June 6th, 2022