Seix Enhanced Bond Wrap
Resources
Investment Objective
Seeks to deliver current income and capital appreciation by investing in U.S. government, high-grade corporate, and opportunistic exposure to high yield corporate and agency mortgage-backed securities.
Investment Philosophy
We believe that the highest risk-adjusted returns are achieved with an investment approach that employs in-depth company research, optimal security structures, and astute risk-adjusted expected return analysis, all supported by rigorous and time-tested sell disciplines.
Investment Partner
Seix Investment Advisors LLC
Seix Investment Advisors is an investment management boutique focused exclusively on managing fixed income securities since 1992. Seix seeks to generate competitive absolute and relative risk-adjusted returns over the full market cycle through a bottom-up focused, top-down aware process. Seix employs multi-dimensional approaches based on strict portfolio construction methodology, sell disciplines and trading strategies with prudent risk management as a cornerstone.
Learn more about Seix Investment Advisors LLC
Investment Professionals

James F. Keegan
Chief Investment Officer and Chairman, Senior Portfolio Manager
Industry start date: 1982
Start date as fund Portfolio Manager:

Perry Troisi
Managing Director, Senior Portfolio Manager
Industry start date: 1986
Start date as fund Portfolio Manager:

Michael Rieger
Managing Director, Senior Portfolio Manager
Industry start date: 1986
Start date as fund Portfolio Manager:

Carlos Catoya
Portfolio Manager, Head of Investment Grade Credit Research
Industry start date: 1987
Start date as fund Portfolio Manager:

Jonathan Yozzo
Portfolio Manager, Head of Investment Grade Corporate Bond Trading
Industry start date: 1991
Start date as fund Portfolio Manager:
Risk Considerations
Credit & Interest: Debt instruments are subject to various risks, including credit and interest rate risk. The issuer of a debt security may fail to make interest and/or principal payments. Values of debt instruments may rise or fall in response to changes in interest rates, and this risk may be enhanced with longer-term maturities.
High Yield Fixed Income Securities: There is a greater risk of issuer default, less liquidity, and increased price volatility related to high yield securities than investment grade securities.
ABS/MBS: Changes in interest rates can cause both extension and prepayment risks for asset- and mortgage-backed securities. These securities are also subject to risks associated with the non-repayment of underlying collateral, including losses to the porfolio.
Market Volatility: Local, regional or global events such as war, acts of terrorism, the spread of infectious illness or other public health issue, recessions, or other events could have a significant impact on the portfolio and its investments, including hampering the ability of the portfolio manager(s) to invest the portfolio’s assets as intended.