Active Long Term Bonds

The Long Term Active Bond strategy typically involves a portfolio of securities from the FTSE TMX Canada’s long term bond index, as well as a few select medium term securities.  It is developed with tactical deviations that are thoroughly assessed against the benchmark. These deviations, which are results of the multiple analyses conducted by a team of veteran portfolio managers, are grouped into four sources of value added and are reviewed monthly by several committees. 

With this strategy, Optimum Asset Management has a strong history of providing greater carry, thanks to quality credits from provincial, municipal and corporate bonds.

Strategy Highlights

  • Optimum strategy created in 2009
  • Strategy developed to favour sector rotation based on economic and geopolitical issues
  • Favours greater carry while preserving capital
  • Information ratio above 0.50 since inception

Documentation

 

Click here to access the official presentation document.