
High-Q | Performance – Q4 2022
The Portfolio finished ahead of its benchmark with a net gain for the quarter.
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High-Q | Semi-Annual Reconstitution – 2023
The major sector allocation changes we saw were in real estate, utilities, consumer cyclicals, and financial services.
High-Q | Semi-Annual Reconstitution – 2023
High-QMarch 15, 2023
Fixed Income Service | Are bonds back?
Short-term Treasury yields rise above 4.5% -- a 15-year high!
Fixed Income Service | Are bonds back?
Fixed IncomeMarch 14, 2023
Core Plus Suite | Performance – February 2023
Performance for the IRON Core Plus Portfolios as of February 28, 2023 is now available.