The Mutual Advantage

Fixed-Income Specialists
Guiding with Confidence Through All Markets

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We are committed to serving the institutional marketplace by offering fixed-income investment solutions.

With over $44 billion in assets under management as of July 31, 2026, we are dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process.

Our Firm & Culture

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

Experience, Performance and Stability

31 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$44.2B Assets Under Management
  • $35.0B Insurance
  • $1.3B Pooled Vehicles
  • $7.9B Manager of Managers
As of July 31, 2026

Thought Leadership & Market Insights

The Illusion of Diversification in the Age of AI

The Illusion of Diversification in the Age of AI

By Jake Iyoob | September 3, 2026

Taught in Finance 101 classes around the globe, diversification is one of the foundational principles of modern finance. The ability to reduce idiosyncratic risk by combining assets whose returns are not perfectly correlated sits at the …

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