Small-Cap Value
Small- to Mid-Cap
Large-Cap/Globally Dominant
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Equity Strategies Fixed Income Strategies |
Enhancement Benchmark INVESTMENT PHILOSOPHY ICM Asset Management, Inc.'s Fixed Income approach is based on the premise that the fixed income markets are not homogenous, and that an active approach can both enhance returns and manage risk. ICM utilizes a balance of qualitative and quantitative management techniques to identify inefficient valuations of market sectors and individual securities. Portfolio management begins with a broad market overview based upon a macro analysis of the yield curve, economic policy, and business cycle considerations. Portfolio modifications arising from changing economic, political, and market conditions are used to control risk. Quantitative management techniques emphasize sector and quality spread analysis, and an ongoing evaluation of portfolio characteristics such as average duration, yield, and convexity. Security analysis focuses on security structure including embedded options, issuer credit trend, and implied relative value. Incremental returns above market performance are pursued through this combination of market knowledge and careful security selection. We offer enhanced benchmark strategies with portfolios linked to your choice of market indices, and client referenced strategies where specific investment objectives require uniquely tailored portfolios. |
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*Based upon ICM's Enhanced Benchmark Intermediate composites, excluding cash and cash equivalents, as of June 30, 2008. |
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