|Garcia Hamilton & Associates|
|Fixed Asset Manager - Founded in 1988, Garcia Hamilton & Associates (GH&A) offers fixed income strategies for institutional investors. We manage only investment quality fixed income across the yield curve using no derivatives or leverage. Our diversified client base includes public funds, jointly trusteed plans, endowments and corporations. The firm is 100% employee-owned, with approximately 91% held by minority and women partners and is certified as a MBE firm. GH&A was named Intermediate-Term Fixed Income Manager of the Year by Institutional Investor in 2016 and 2015, Fixed Income Investment Grade Manager of the Year by Institutional Investor in 2014, and Core Fixed Income Manager of the Year by Emerging Manager Monthly in 2010.
GH&A employs a top-down approach in its fixed income portfolio construction. A broad fundamental analysis of duration, yield curve, and sectors results in a defined set of parameters for the individual issues that fit the portfolio. The portfolios are dominated by treasuries, agencies and agency guaranteed mortgage pass-through securities. As an internal rule, all corporate bonds must be rated a minimum of single “A” or better. The high quality bias of the issues utilized reduces credit risk while ensuring ample liquidity. In addition, GH&A does not invest in non-dollar bonds, Yankees, high yield securities, zero coupon bonds, nor derivatives in its strategies. Likewise, the strategy does not utilize any leverage.
Website: Garcia Hamilton & Associates
Janna Hamilton of
Garcia Hamilton & Associates
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