Investment Overview
This strategy seeks to substantially outperform the Barclays Capital U.S. Aggregate and the Barclays Capital U.S. MBS indices during a three to five year period by investing in high-quality, whole loan commercial mortgage assets and mortgage-backed securities. Portfolio risk is reduced by requiring personal guarantees of borrowers on all commercial mortgage assets. Whole loans are originated, managed, and serviced as part of the overall portfolio management program. Portfolios incorporate managed commercial mortgages, mortgage-backed securities, and/or U.S. Treasury or federal agency securities.
Inception: October 1989
Strategy Assets: $499,298,582.05
