Investment Overview

Our team-based approach integrates our relative value philosophy, risk budgeting framework and fundamental security analysis.
Leverages broader fixed income platform resources for fundamental research, quantitative analysis, risk management and trading
We seek to gain from the credit-risk premium while emphasizing loss avoidance.
Our process combines top-down macro assessment with bottom-up fundamental analysis, targeting active risks to sector allocations, security selection and interest rate management.
The strategy has historically generated competitive relative risk-adjusted performance as well as low excess return correlation with most other core managers.*

*Source: eVestment Alliance.
 

Portfolio Construction

Constantly aware of potential upside/downside capture positioning relative to benchmark
Diversified portfolio of 100 to 140 issues
Credit quality of BBB- or better with average AA+ rating
Duration target: +/-20% vs. index
Maturities of up to 10 years

Investment Team

Vishal Khanduja, CFA

Co-Head, Broad Markets Fixed Income, Portfolio Manager

Joined investment management industry in 2005

Joined Eaton Vance in 2016

MBA, Tippie School of Management,University of Iowa

BS, Veermata Jijabai Technological Institute

Brian Ellis, CFA

Executive Director, Portfolio Manager

Joined investment management industry in 2006

Joined Eaton Vance in 2016

BS, Salisbury University

 

Benchmark

Benchmark: Bloomberg U.S. Intermediate Government/Credit Bond Index