U.S. Fixed Income

Based in Miami, BMO’s U.S. Fixed Income team employs both a top-down and bottom-up process across sectors, securities and yield curve positioning within U.S. fixed income markets. Their research-driven, time-tested, and repeatable investment process is designed to capture inefficiencies in the market and deliver outperformance across multiple market cycles.

An integrated team-based approach

Open dialogue across portfolio management, research and trading facilitates real-time relative value driven investment decisions.

An integrated team-based approach
Alpha from diversified sources

Employing a relative value framework, we believe value can be captured at the cross section of top-down and bottom-up disciplines, across sector, security and yield curve positioning.

Nimble with a singular focus

Our team’s culture and size affords us access, flexibility and real-time execution.

Transparent portfolio construction

We focus on cash securities and avoid leverage, shorting and credit derivatives with an aim to generate alpha from security selection. The result is a high level of portfolio conviction and transparency to investors.

Adam M. Phillips, CFA®

Co-Head, U.S. Fixed Income

Scott M. Kimball

Co-Head, U.S. Fixed Income

Frank J. Reda

Portfolio Manager

Ronald J. Salinas

Portfolio Manager, High Yield

Timothy Alt

Portfolio Manager

U.S. Fixed Income insights

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