How Tactical Bond Management Delivers Value

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About This Episode

Investors continue to need a balanced portfolio, including fixed income. But the bond markets are challenging: Rates are low, duration risk is high, and runaway inflation is putting pressure on long-term rates. “Buy and hold” fixed-income strategies will not work as well as they have in the past. A better alternative is a tactical, disciplined approach to when and how to invest in fixed income.

About Our Guest

Doug Loeffler is executive vice president of and portfolio manager at Ocean Park Asset Management, which is part of the Sierra Group of Companies, which includes Sierra Investment Management, and Wright Fund Management, LLC, which manages the Sierra Mutual Funds.. His career and personal life are based in stability and tenacity. Doug worked at AIG for 13 years, initially overseeing the annuity company’s mutual fund platform before serving as lead portfolio manager of asset allocation for the past six years. Prior to AIG, Doug acted as portfolio manager and head of manager research at Principal Financial Group, and as an international equity manager at Founders Asset Management.

Show Notes

Here is a link to Doug’s recent white paper, “Expand Your Core” on the Ocean Parkwebsite. Here is a link to the Sierra Mutual Funds website.