Navigator® Taxable Fixed Income
Navigate Fixed Income with Individual Bonds
Allocation
- Core Fixed Income, Fixed Income
APPROACH
- Bottom-Up
FOR ADVISORS:
This strategy provides strategic exposure to a broad range of taxable bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of bonds.
Actively seek attractive opportunities in the current environment.
The strategy is based on the conviction that fundamental analysis provides greater value than speculating through interest rate forecasting. It seeks to exploit potentially undervalued opportunities and provide excess returns through sector and security selection.
Aims to provide long-term, risk adjusted returns.
The portfolio seeks to achieve strong adjusted returns by building a curated portfolio of individual bonds. Intermediate maturities may offer attractive yields at a lower level of risk than longer-term securities.
Seek to constantly build par value.
Because interest rates do not rise or fall in a linear fashion, our active approach seeks to take advantage of opportunities by building par value. The strategy seeks to take advantage of price inefficiencies during interest rate changes or volatility.
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Related Insights
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In the Media
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Head of Client Portfolio Management Glenn Dorsey joined host Nicole Petallides on Schwab Network’s Opening Bell to discuss recent earnings and revisions, along with his outlook on AI and potential rate hikes.
Watch the interview here.Learn More
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