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UPDATES
November 2024
September 2024
August 2024
June 2024
older updates
REGULATORY DOCUMENTS
Form ADV Part 2A
ADV Part 3 - Form CRS
Customer Relationship Summary
Agincourt is focused on managing institutional fixed income portfolios based upon the specific investment guidelines of each client. Our team has over 20 years of experience managing high grade bond portfolios for a wide range of institutional clients. While most of our clients hire us to manage "core," total return portfolios, we have the experience, skills and resources to manage across the entire maturity spectrum, from short duration portfolios designed to meet client specific cash flow needs and risk tolerances, to long duration portfolios customized to match the liability stream and actuarial assumptions of individual pension plans.
Core Fixed Income
Benchmarked against the Bloomberg Aggregate Index or Bloomberg Government/Credit Index
Approximately $2.6 billion under management
Intermediate Duration Fixed Income
Benchmarked against the Bloomberg Intermediate Government/Credit Index or the Bloomberg Intermediate Aggregate Index
Approximately $1.2 billion under management
Long Duration Fixed Income
Benchmarked against the Bloomberg Long Credit Index or a customized benchmark
Approximately $250 million under management
Short Duration Fixed Income
Benchmarked against the Bloomberg 1-3 Year Government/Credit Index, the Bloomberg 1-5 Year Government/Credit Index or other designed benchmark
Approximately $2.5 billion under management
Short Duration BB
Benchmarked against the Bloomberg 1-5 Year Ba Index
Approximately $5 million under management
Investment Grade Corporate
Benchmarked against the Bloomberg Corporate Index
Approximately $710 million under management