Fixed Income Management
Berkshire believes the role of fixed income in a client’s portfolio is to provide safety of principal, periodic cash flow, liquidity and most importantly, control portfolio risk. Berkshire manages taxable and tax-free bond portfolios.
Berkshire Asset Management Fixed Income Characteristics:
- Provide consistent, steady cash returns with focus on preservation of capital
- Manage a high quality and liquid bond portfolio
- Be opportunistic regarding the term structure and level of interest rates
- Keep embedded transaction costs low