Fixed Income Philosophy

JB Investment Management approaches each of our fixed income portfolios with the same philosophy:

In all asset allocation frameworks, bond portfolios are effective for diversification, volatility control,
current income, or asset/liability management.

All too often, equity investments garner a majority of the focus while fixed income strategies receive scant attention. In our view, such a singular focus leaves far too many profitable investment opportunities unexplored.

JBIM’s entire business is centered on the idea that fixed income investments must perform a valuable, equivalent role.

Whether bonds are contributing to total return in a multi-asset portfolio, or producing current income on a stand-alone basis, JBIM approaches its fixed income portfolio management with the firm belief that there is no such thing as a one-size-fits-all investment solution – each client has a unique combination of risk/return tolerance, investment horizon, goals/objectives, and asset allocation mandate.

JB Investment Management’s approach has always been to carefully consider how each factor contributes to a client’s overall investment strategy, then create a customized fixed income solution uniquely designed to meet and exceed each investor’s goals and objectives.

Our investment philosophy allows our highly experienced portfolio management team to apply a disciplined consistency to our Investment Management Process.

For more information on JB Investment Management’s Investment Philosophy, please Contact Us.