We are committed to serving the institutional marketplace by offering fixed-income investment solutions with client-focused services.
These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles.
With over $40 billion in assets under management as of May 31, 2025, we are dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process.

Our tailored investment strategies incorporate a unified investment philosophy and process across the fixed income risk spectrum.
Experience, Performance and Stability
32
Investment Specialists & Professionals
36
Year Track Record as an Independent Business
$40.2B
Assets Under Management
- $30.0B Insurance
- $2.3B Separately Managed Accounts and Pooled Vehicles
- $7.9B Manager of Managers
As of May 31, 2025
Thought Leadership & Market Insights
.jpg)
Oil and Rates Higher
By Scott Ellis | June 16, 2025
The equity market was softer on Friday given the uncertainty due to geopolitical tensions in the Middle East. Oil prices moved back above $70 per barrel after being closer to $60 at the start of the month.1 The implications of…
- June 12, 2025 U.S. Insurance Increasingly Turns to Whole Loans for Residential Mortgage Credit Exposure
- June 9, 2025 Equity Markets Keep Climbing the Wall of Worry
- June 5, 2025 When the Dollar Shifts from Hedge to Risk
- June 4, 2025 Chief Investment Officer Mark Heppenstall Returns to Fox Business’ “Mornings with Maria” to Discuss Treasury Yields, Trade Negotiations and Market Volatility
- June 2, 2025 Can May Momentum Continue?
- May 30, 2025 Portfolio Manager George Cipolloni Discusses Stock Selection, Pricing Power and Margin Pressure on Reuters “Market Talk”
- May 29, 2025 Reverse Yankees on the Rise