We believe fixed income portfolios should provide a stable source of income. Based on this philosophy we construct high quality, diversified portfolios. We actively manage portfolios to produce the highest total return consistent with prudent investment management. We also believe our long-term, value oriented approach to investing allows us to capitalize on temporary market inefficiencies.
Morgan Asset Management Fixed Income Process
Our Core Bond Strategy focuses on managing bond portfolios to produce superior returns over a full market cycle. Screening for credit quality, sector weight management, yield curve management (adjusted based on economic and interest rate outlook), and security selection management (relative value analysis at the security level) are all important in adding value to a portfolio and thus the foundation for our strategy and process.
Morgan Asset Management Fixed Income Team
Mr. John Boston, CFA, the Director of Fixed Income and Mr. Gary Partridge, CFA the Director of Fixed Income Research lead our experienced fixed income research team. The chart below lists our fixed income analysts and the sectors they cover.
We believe that collaboration between our equity and fixed income teams further helps us in identifying companies that offer an opportunity for investment in both stock and bonds. The chart below illustrates our belief in team collaboration.
Trust services are provided through Regions Morgan Keegan Trust, a trade name for the Trust Division of Regions Bank.