Middlefield’s fixed income strategies seek consistent income and capital growth with lower volatility. By focusing on short-duration U.S. and Canadian corporate bonds while maintaining flexibility across a broad range of fixed income instruments, the strategies aim to balance risk and return. Active management and duration discipline help manage interest rate sensitivity and target positive performance across market environments.
Emphasis on short-duration U.S. and Canadian corporate bonds to limit interest rate sensitivity
Targeting consistent income and capital appreciation with lower volatility across market conditions
Flexible exposure across corporate and government bonds, loans, convertibles, and cash equivalents
Duration discipline, diversification, currency hedging, and selective derivative use informed by macro signals
Our Fixed Income Sector Specialists
Our Fixed Income Solutions Aim to Deliver Superior Returns While Maintaining a Low Risk Profile
Fixed income provides income, diversification, and stability, helping reduce portfolio volatility. Short-duration fixed income is especially relevant today, offering a flexible way to generate income while managing interest rate risk.
After years of ultra-low interest rates, fixed income has regained its role as a core component of portfolio construction and a reliable source of yield. In today’s environment — marked by persistent inflation, mixed economic signals, and the aftereffects of tightening cycles — short-duration fixed income offers investors a strategically relevant tool to manage risk and generate income.
Backed by an experienced team led by Gordon McKay, Senior Portfolio Manager, Middlefield’s Fixed Income portfolios offer interest income and capital appreciation through targeted low-risk investments in a variety of short-duration U.S. and Canadian corporate bonds.
Whether you have specific fund inquiries or general questions, our team would be glad to help you.
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