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Furfine David Furfine, CFA, Partner, Co-Director of Fixed Income Investments... Read More>>
Cantor Andrew Cantor, CFA, Principal, Co-Director of Fixed Income Investments... Read More>>
Furfine Eric Zarkovich, CFA, Fixed Income Portfolio Manager... Read More>>
Gila Liridon Gila, CFA, Fixed Income Analyst... Read More>>
MonroeBrian K. Monroe, Principal, Director of Sales & Marketing offers his insight into equity investing... Read More>>
Greco Christopher Greco, Partner, Institutional Marketing and Client Service... Read More>>
Gosch Gregory Gosch, Client Relationship Manager... Read More >>
Dator Alicia Dator, Investment Operations /Technology Liaison... Read More>>
December-Lehman April December, Investment Operations... Read More>>
Bell Jason Bell, Investment Operations /Technology... Read More>>
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Short-Term Fixed Income

Investment Philosophy

Sawgrass Asset Management’s active short-term fixed income product has applied a disciplined and defined investment philosophy since its inception.  This strategy focuses primarily on controlled duration management of investment grade securities and secondarily on strategic sector valuations and specific security analysis.  This portfolio has an effective duration that ranges from 2-3 years and an average maturity that ranges from 2-4 years.  There are currently no sector constraints.  The investable universe consists of U.S. dollar-denominated government, high quality corporate and mortgage-backed securities.  The goal of this product is to generate investment returns which exceed 1-year Treasury Bills by 100 basis points over a market cycle.  The current benchmark is the Merrill Lynch 1-5 Year Gov’t/Corp Index.  Sawgrass also manages this product to a customized short-term index when appropriate.




Investment Process




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