The Fund’s investment objective is to provide income, quality and liquidity consistent with the preservation of capital.
an anchor for asset allocation
Garcia Hamilton & Associates, LP, based in Houston, Texas, is an investment management company that offers high-quality, fixed-income strategies for institutional investors. Founded in 1988, the firm’s diversified client base includes public funds, jointly trusteed plans, endowments and corporations.
Firm inception: 1988
- Gilbert Andrew Garcia, CFA, Managing Partner and Portfolio Manager, industry since 1985
- Nancy Rodriguez, Portfolio Manager,
industry since 1987
The Fund is actively managed against the Bloomberg Barclays Capital U.S. Aggregate Index and it generally
maintains a duration range of +/- 10% of that benchmark’s duration. However, the Fund has the
flexibility to reduce duration for defensive purposes during extreme rising interest-rate environments.
With a maximum duration of seven years, the Fund’s goal is to outperform the benchmark, net of
fees, over a full market cycle using a high-quality strategy with less risk, lower volatility and low
Total Fund Assets
|Garcia Hamilton & Associates, LP||
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Gilbert A. Garcia, CFA,
Garcia Hamilton & Associates, LP [1:40]
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