Thompson, Siegel & Walmsley's investment objective is to outperform the Barclays Capital Aggregate Bond Index by investing in a diversified portfolio of investment grade fixed income securities. Our fixed income investment process adds value through moderate duration adjustments, active sector rotation and fundamental security selection. The decision making process consists of an interactive economic top-down approach, valuation analysis, market structure analysis, and fundamental credit analysis.
Performance
Annualized Portfolio Returns (%) as of
06/30/2010
*Please read the product disclosure below. **3 Month returns are not annualized.
Disclosure
The time-weighted Gross and Net performance stated above reflect the deduction of brokerage commissions and the reinvestment of interest and other income. Gross performance does not include the deduction of investment management fees. The full disclosure statement is located at the top of the page in the "Additional Information" area.
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