THE BELLE HAVEN ADVANTAGE
This commitment has been our guide from our very first account in 2002 to the over $15 Billion in client assets that we manage today. We remain grateful for the opportunity to be of service.
The fixed income market is an ever-changing landscape, littered with complex structures. Our clients know they can leave the homework to us. While alpha generation and total return are important, our number one goal is preservation of principal. That begins with understanding the nuances of each individual issue. We believe in unfiltered credit research, both internal and external, that is ego-less in the search for knowledge.
Our research is not limited to just credit and sector evaluation; we monitor economic trends and statistics as well as demographic data. It is our belief that a key component to limiting credit risk is not only though diligent credit research, but also through limiting exposure to any single issuer by maintaining a diverse portfolio. We evaluate holdings and portfolios on a periodic basis to ensure state allocations, yield curve positioning and credit quality.