STRATEGIES
CORE BOND
Curasset Capital's Core Bond strategy is actively managed across Treasury, Agency and non-Agency MBS, Corporate Bonds AAA-BB, ABS and CMBS with high active share. This strategy seeks total return over a full monetary cycle. We adhere strictly to a tracking error limit of 350 basis points and a maximum relative fund beta of 2X. We utilize dynamic duration hedging, actively managing risks via sector rotation and multilevel stop outs, while aiming to exceed the benchmark’s performance over a monetary cycle. The strategy generally does not include EM or developed markets international debt and does not carry exchange rate risk.
LIMITED TERM BOND
Curasset Capital's Limited Term Bond strategy is actively managed across Treasury, Agency and non-Agency MBS Treasury, Agency and non-Agency MBS, Corporate Bonds AAA-BB, ABS and CMBS with high active share. This strategy seeks capital preservation, and duration is limited to shorter term exposure. We adhere strictly to a tracking error limit of 250 basis points and a maximum relative fund beta of 2X. We utilize dynamic hedging of duration, actively managing risks via sector rotation and multilevel stop outs, while aiming to exceed the benchmark’s performance over a monetary cycle. The strategy generally does not include EM or developed markets international debt and does not carry exchange rate risk.