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WB Capital uses a time-tested and proven fixed income investment philosophy and process to guide effective investment decisions and generate superior performance. Investment decisions are driven by the opportunity to capture additional returns while managing portfolio risk. Since 1982, the firm's philosophy has emphasized three central tenets:

• Capital preservation
• Risk-aware portfolio construction
• A focus on our long-term view of the economy and financial markets

WB Capital's investment process begins with a disciplined top-down analysis of the global and domestic trends that influence the U.S. dollar denominated fixed income market. Our process further defines a desired level of interest rate risk, yield curve positioning, sector rotation and security selection. The selection of specific issues to be included in a portfolio is a bottom-up process which identifies the best securities within a sector or industry that already has been identified as attractive as part of the top-down analysis. Collectively, these decisions are combined with defined risk parameters to achieve an optimal portfolio. This process, consistently applied over time, has led to low benchmark tracking error and a consistent excess return pattern.

Learn more about our Investment Strategies:

Low Duration

Low duration portfolios are managed to provide a high level of current income that is consistent with the preservation of capital. The portfolios invest in corporate debt securities, mortgage related and asset-backed securities, and U.S. Government obligations to meet this objective. The portfolios represent an allocation to the short-term U.S. dollar denominated bond market with greater income and capital appreciation than money market instruments.
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Intermediate Core

Intermediate core portfolios are managed to provide a high level of current income and capital appreciation that is consistent with the preservation of capital. The portfolios invest in corporate debt securities, mortgage related and asset-backed securities, and U.S. Government obligations to meet this objective. The portfolios represent an allocation to the investment grade U.S. dollar denominated bond market with maturities between one and ten years.
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Intermediate Government

Intermediate government portfolios are managed to provide a high level of current income and capital appreciation that is consistent with the preservation of capital. The portfolios invest in U.S. Treasury and other U.S. Government related obligations to meet this objective. The portfolios represent an allocation to the U.S. government bond market with maturities between one and ten years.
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Core Fixed Income

Core fixed income portfolios are managed to provide a high level of current income and capital appreciation that is consistent with the preservation of capital. The portfolios invest in corporate debt securities, mortgage related and asset-backed securities, and U.S. Government obligations to meet this objective. The portfolios represent an allocation to the investment grade U.S. dollar denominated bond market.
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