Seix Intermediate Bond Wrap
Seix Intermediate 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 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
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
Investment Professionals

Perry Troisi
Managing Director, Head of Investment Grade, Senior Portfolio Manager
Industry start date: 1986

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

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

Jonathan Yozzo
Portfolio Manager, Head of Investment Grade Corporate Bond Trading
Industry start date: 1991
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.
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 portfolio.
Market Volatility: The value of the securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Local, regional, or global events such as war, terrorism, pandemic, or recession could impact the portfolio, including hampering the ability of the portfolio's manager(s) to invest its assets as intended.