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 equity research team. The below chart lists our fixed income analysts and the sector they cover.
| Gary Partridge, MBA, CFA |
Banking, Brokerage, Finance Cos |
| George McCurdy, MBA, CFA |
Basic Materials, Capital Goods, Communications, Consumer Cyclicals, Consumer Non-Cyclicals |
Willard McCall, MBA
Brian Cox, MBA |
Utilities, Energy, Technology, Transportation, Insurance |
Mike Smith, MBA
Bill Rice, CFA |
Mortgage Backed Securities, Asset Backed Securities, Commercial Securities |
We believe 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 below chart illustrates this belief in team collaboration.
Trust services are provided through Regions Morgan Keegan Trust, a trade name for the Trust Division of Regions Bank.