Baker Gilmore
Product highlights
- Specialty fixed income manager
- Fundamental value-oriented approach
- Rigorous forecasting methodology
- Leading-edge risk management
Investment objective
- Protect capital from major market fluctuations while maximizing total returns
- Exceed the performance of the FTSE Canada Short Term Overall Bond Index by 0.50% per year over the cycle
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
Portfolio 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
Strategy Inception Date
The inception date of the Baker Gilmore Short Term Bond Strategy is December 31, 1993
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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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