Manager of the Decade — Core Plus Bond Strategy
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The Mutual Advantage

Fixed Income Specialists
Providing Stability in an Uncertain World

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The Mutual Advantage

Fixed Income Specialists
Providing Stability in an Uncertain World

Learn More

Enhanced Cash Short Duration Bond Strategic Income Short Duration High Yield Core Plus Bond High Yield Bond Balanced Income

Our tailored investment strategies incorporate a unified investment philosophy and process across the fixed income risk spectrum.

Experience, Performance and Stability

35

Year Track Record as an Independent Business

$36.5B

Assets Under Management
as of 7/31/24

  • $26.2B Insurance
  • $2.0B Separate Accounts & Commingled Funds
  • $8.3B Advisory

 

        

 

36

Investment Specialists & Professionals

Thought Leadership & Market Insights

August Payrolls in Focus After Mixed Economic Data September 3, 2024
Volatility Selling In Times of Market Stress August 29, 2024
Nvidia Earnings Next Test for Market Rally August 26, 2024
“I Don’t Think the Heavy Stuff’s Gonna Come Down for Quite a While” August 22, 2024
CIO Mark Heppenstall Talks Inflation, Fed Rate Cuts and More on Fox Business’ “Mornings with Maria” August 20, 2024
September Rate Cut Comes into Focus August 19, 2024
Strong Primary Market Chips Away at the High-Yield Maturity Wall August 15, 2024
Key Inflation Data Arriving After a Volatile Week August 12, 2024

Read more

Are We There Yet?
By Jen Ripper | September 5, 2024

Source: Bloomberg, Real Capital Analytics; Data as of 7/31/2024

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