Strategic Fixed Income

Our strategies emphasize yield...

while keeping duration neutral to the benchmark, which we believes can produce consistent, predictable returns over time. Customization in client portfolios and effective risk management enable us to offer a differentiated approach.

Our specialists and strategies are:

EXPERIENCED

Our management team comprises dedicated sector specialists who have worked together, through varied market cycles, for more than 15 years.

CONSISTENT

We use a repeatable, time-tested process to capture incremental returns while maintaining a neutral duration posture to minimize risk.

FLEXIBLE

Constructing portfolios according to each client's guidelines offers flexibility and customization.

DEDICATED

Seasoned analysts bring sector expertise developed by maintaining coverage throughout cycles and economic events.

“Through time-tested strategies...

...we seek to capture the majority of available incremental investment returns while maintaining a neutral duration posture to minimize risk. Our approach capitalizes on in-depth research and yield curve analysis to determine the most efficient portfolio structure.”

Peter Hegel, Senior Managing Director, Strategic Fixed Income

Solutions


    Invests in:

    • U.S. Government and corporate bonds

    • Residential and commercial mortgage-backed and asset-backed securities

    Duration:  +/- 5% of the Benchmark

    Average credit quality: High

    Benchmark: Bloomberg US Aggregate Index

    Portfolio Manager: Peter Hegel, David Nirtaut and Todd Kurisu, CFA 

    Inception Date: 12.31.1999

    FACT SHEET


    Invests in:  A diversified portfolio of US Government and corporate bonds, residential and commercial mortgage-backed and asset-backed securities

    Maturities: 1-10 years, adjusted duration in line with benchmark

    Duration: +/- 5% of the Benchmark

    Credit quality:  High 

    Benchmark:  Bloomberg  Intermediate Aggregate Index

    Portfolio Manager: Peter Hegel, David Nirtaut and Todd Kurisu, CFA

    Inception:  11.31.2011

    FACT SHEET


    Invests in:  A diversified portfolio of U.S. Government and corporate investment grade fixed income securities

    Maturities: 1-10 years, adjusted duration in line with benchmark

    Duration: +/- 5% of the Benchmark

    Credit quality:  High

    Benchmark:  Bloomberg  Intermediate U.S. Government/Credit Index

    Portfolio Manager: Peter Hegel, David Nirtaut and Todd Kurisu, CFA

    Inception:  12.31.1994

    FACT SHEET


    Invests in:

    • U.S. Government and corporate bonds

    • Taxable municipal bonds

    • Residential and commercial mortgage-backed and asset-backed securities

    Maturities: 5-30 years, adjusted duration in line with the benchmark and/or liabilities

    Duration: +/- 10% of the benchmark

    Average credit quality: A

    Benchmark: Bloomberg U.S. Long Government/Credit Index

    Portfolio Manager: Peter Hegel, David Nirtaut, and Todd Kurisu, CFA

    Inception Date: 4.30.2015

    FACT SHEET


    Invests in:  A diversified portfolio of U.S. Government and corporate investment grade fixed income securities

    Maturities: 1-10 years, adjusted duration in line with benchmark

    Duration: +/- 5% of the Benchmark

    Credit quality:  High

    Benchmark:  Bloomberg Intermediate U.S. Government/Credit Index

    Portfolio Manager: Peter Hegel, David Nirtaut and Todd Kurisu, CFA

    Inception:  3.31.2005

    The key features of the Short Term strategy include a portfolio primarily invested in U.S. Government and corporate investment grade fixed income securities with maturities between 1 and 3 years, adjusted duration in line with benchmark Bloomberg Capital 1-3 Year Government/Credit Index and high average credit quality.

    FACT SHEET


    Invests in:

    • U.S. Government bonds

    • Investment grade corporate bonds

    • High yield corporate bonds and leveraged loans

    • Taxable municipal bonds

    • Residential and commercial mortgage-backed and asset-backed securities

    Currencies Maturities: 1-40 years

    Duration: +/- 20% of the benchmark

    Average credit quality: BBB

    Benchmark: Bloomberg US Aggregate Index

    Portfolio Manager: Peter Hegel, David Nirtaut, and Todd Kurisu, CFA

    Inception Date: 10.1.19

    FACT SHEET

    Choice in investment vehicle

    Team

    Headshot of Peter Hegel

    Peter W. Hegel

    Senior Managing Director | Fixed Income Management

    Profile
    Headshot of David Nirtaut

    David Nirtaut

    Managing Director | Fixed Income Management

    Profile
    Headshot of Todd Kurisu

    Todd R. Kurisu, CFA

    Managing Director | Fixed Income Management

    Profile
    Headshot of Michael Coutre

    Michael P. Coutré, CFA

    Managing Director | Fixed Income Management

    Profile
    Headshot of Anne Tremmel

    Anne M. Tremmel, CFA

    Managing Director | Fixed Income Management

    Profile
    Noah Doble Headshot

    Noah Doble

    Credit Analyst & Trader | Fixed Income Management

    Profile
    Headshot of James Kilbane

    James J. Kilbane

    Managing Director | Investment Management

    Profile
    Headshot of Luis Villarejo

    Luis Villarejo

    Managing Director | Fixed Income Management

    Profile

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    It should not be assumed that any recommendations incorporated herein will be profitable or will equal past performance. Any stated performance results include the reinvestment of dividends and other earnings. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc. Investment management services offered by Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc. member FINRA and SIPC.