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(Formerly Hughes Capital Management, LLC)

Portfolio Construction
The Investment Strategy Group Extensively Analyzes the Relationships Between
Sector Groups at Different Points within Fixed Income Market Cycles
U.S. and Global Economies
Forward Curve Shape
OAS As a % of YTW
Liquidity Conditions
Carry Conditions
Technical Factors
Risk Preference
Sector Preference
Investor Guidelines
Benchmark
Portfolio


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