Skip to Main Content
a white metal grid with a diamond pattern

Investment Objective

Maximum long-term return consistent with reasonable risk to principal.

GIM believes that an active approach to the management of fixed income securities can provide attractive returns while potentially minimizing risk.

Key Tenets of Our Approach


  • Full domestic investment grade market from two years to thirty years maturity
  • Typically U.S. Treasury, TIPS, Agency, Corporates, Mortgages, CMBS, and Asset-Backed securities, ranging from two year maturities out to 30 years maturity


  • Bloomberg U.S. Aggregate Bond Index

  Operating Target

  • Typically 60-100 holdings
  • Initial target corporate weightings up to 2-3%
  • All main sectors of benchmark represented

Limiting Exposure

  • Single A Rated securities and above at time of purchase
  • No more than 10 percent of outstanding corporate issuer
  • Focus on larger, liquid benchmark securities
  • Duration: +/- one year of benchmark duration

The Bloomberg US Aggregate Index is composed of securities from Bloomberg US Government/Corporate Bond Index, Mortgage-Backed Securities Index, and the Asset-Backed Securities Index. Total return comprises price appreciation/depreciation and income as a percentage of the original investment. The Index is unmanaged.

One cannot invest directly in an index.

This website is for informational purposes. GIM products are actively managed and their characteristics will vary. All investment has risk, including the risk of loss of principal. There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful. An investor should consider investment objectives, risks, charges and expenses carefully before investing. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.