Baker Gilmore
Product highlights
- Specialty fixed income manager
- Fundamental value-oriented approach
- Rigorous forecasting methodology
- Leading-edge risk management and attribution
Investment objective
- Maximize long-term total returns while protecting capital from major market fluctuations
Philosophy & process
- Markets regularly deviate from fundamentals
- Top-down macro forecasting of key factors that drive bond market returns
- Bottom-up fundamental research focused on accurately determining default risk
- Opportunity exists when issues with low default risk are attractively valued
- A value-oriented, long-term theme-driven approach, together with a deep understanding of risk, enables Baker Gilmore to add value while avoiding credit downgrades and defaults
Construction & risk controls
- Innovative risk and attribution systems
- Sharp focus on downside protection
- Strategies chosen to optimize risk/return trade-offs
- Targeted top-down exposures are achieved through careful security selection
- Risk management is integral to the investment process and ensures the portfolio is positioned for the highest risk-adjusted expected returns
For more information on this
product please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
Tel: +1 (416) 364-5396
Email: [email protected]
For additional information on Baker Gilmore & Associates Inc., please contact:
Brent Wilkins
Senior Vice President,
Head of Institutional Sales, Canada
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Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The Baker Gilmore & Associates Inc. (Baker Gilmore) website may contain hyperlinks to websites operated by parties other than Baker Gilmore. Such hyperlinks are provided for your reference only. Baker Gilmore does not control such websites and is not responsible for their contents. The inclusion by Baker Gilmore of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
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Baker Gilmore & Associates Inc.
July 12th, 2022