ULTRA-SHORT FIXED INCOME PORTFOLIOS CUSTOMIZED TO THE NEEDS OF INSTITUTIONS AND INDIVIDUALS
The Blue Current Ultra-Short Fixed Income Strategy specializes in managing short-duration fixed income portfolios customized to the needs of institutions and individuals. The investment considerations surrounding these capital pools call for tailored solutions. Working closely with our clients we construct policies and portfolios to match each client’s distinct needs and circumstances.
All of our portfolios emphasize three guiding principles with respect to its investment philosophy:
- Preservation of principal
- Maintenance of adequate levels of liquidity
- Providing a competitive rate of return
The objectives for each client vary and therefore, our portfolio construction process is adapted to meet the circumstances of each client’s portfolio. Each portfolio is customized to the circumstances, risk tolerance, time horizon and other variables for each client. We believe a separately managed account provides greater control to clients while avoiding the commingled risks of money market and fixed income mutual funds.
Edge’s investment process employs a time-tested, multi-faceted investment approach based on the four cornerstones of fixed income investing — duration management, yield curve positioning, sector allocation, and security selection. The Blue Current team believes this multi-faceted approach, which combines top-down management with bottom-up security selection, affords clients the best possible diversification and portfolio return potential in a variety of economic environments.