{"id":1872,"date":"2023-04-17T07:18:11","date_gmt":"2023-04-17T11:18:11","guid":{"rendered":"https:\/\/www.goodwoodfunds.com\/?page_id=1872"},"modified":"2025-08-11T10:19:02","modified_gmt":"2025-08-11T14:19:02","slug":"investment-grade-corporate-bond-mandate","status":"publish","type":"page","link":"https:\/\/www.goodwoodfunds.com\/index.php\/investment-grade-corporate-bond-mandate\/","title":{"rendered":"Investment Grade Corporate Bond Mandate"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1872\" class=\"elementor elementor-1872\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-85af9ba elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"85af9ba\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-341b409\" data-id=\"341b409\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-002fb4c elementor-widget elementor-widget-spacer\" data-id=\"002fb4c\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f56d1f2 elementor-widget elementor-widget-heading\" data-id=\"f56d1f2\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Investment-Grade Bond Mandate (SMA)<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d8cb99b elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"d8cb99b\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1ca9c36 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1ca9c36\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-15b32c2\" data-id=\"15b32c2\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-269e65c elementor-widget elementor-widget-heading\" data-id=\"269e65c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Objective & Approach:<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0bf37e9 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"0bf37e9\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ba78bb4\" data-id=\"ba78bb4\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a97004d elementor-widget elementor-widget-text-editor\" data-id=\"a97004d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Launched in 2021*, the investment-grade bond mandate&#8217;s objective is to preserve capital and provide a high rate of cash coupon income. Goodwood uses a disciplined, fundamental, bottom-up approach to constructing investment-grade bond portfolios that they believe will reward investors with capital gains due to credit improvements and credit rating upgrades.<\/p><p>The mandate invests in approximately 25 investment-grade fixed-income securities, targeting 150-200 basis point returns over 5-year Canadas. The Goodwood investment-grade bond mandate is actively positioned within a portfolio of highly liquid issues, with an average yield-to-maturity expected to fluctuate between 3.5% and 5%, reflecting the manager\u2019s assessment of risk-reward dynamics across the yield curve.<\/p><p>Institutional accounts are customized to meet compliance requirements.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f740286 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"f740286\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-12fef23 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"12fef23\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2ad79c5\" data-id=\"2ad79c5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-313069e elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"313069e\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-def4d71 elementor-widget elementor-widget-heading\" data-id=\"def4d71\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Key Features:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9cb71d5 elementor-widget elementor-widget-text-editor\" data-id=\"9cb71d5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li><p>Strategy diversified by position size, industry sectors, and term-to-maturity.<\/p><\/li><li><p>Portfolio invested in highly liquid issues, for safety, the portfolio may invest in government issues and manages duration exposure rather than create a perpetual short-duration portfolio.<\/p><\/li><li><p>Flexible, tactical approach allows the mandate to capitalize on inefficiencies in fixed-income markets.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-885420a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"885420a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-fc897bb\" data-id=\"fc897bb\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-95a9e84 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"95a9e84\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b1b298f\" data-id=\"b1b298f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3387cf2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3387cf2\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a18addc\" data-id=\"a18addc\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-db4392f elementor-widget elementor-widget-image\" data-id=\"db4392f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.goodwoodfunds.com\/wp-content\/uploads\/2019\/09\/Chris-Curry.2.png\" class=\"attachment-thumbnail size-thumbnail wp-image-229\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-78cf481 elementor-widget elementor-widget-text-editor\" data-id=\"78cf481\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>CHRIS CURRIE<\/strong><\/p><p>Portfolio Manager | CFA<\/p><p><a href=\"mailto:ccurrie@goodwoodfunds.com\"><span style=\"text-decoration: underline;\">ccurrie@goodwoodfunds.com<\/span><\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a8cbda5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a8cbda5\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-bc31fea\" data-id=\"bc31fea\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c713199 elementor-widget elementor-widget-text-editor\" data-id=\"c713199\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>*Inception June 22, 2021. The Investment Grade Bond Mandate is part of Third-Party UMA Program, Goodwood Inc. acts as sub-advisor for this Mandate. See full disclosure page. Performance returns above are displayed for the founding Investment-Grade Bond UMA referencing sources believed to be reliable. Performance is not guaranteed, and past performance is not indicative of future results and may not be repeated. Performance data from certain market indices\/ETFs is provided for information purposes only. These ETFs are not a benchmark of the UMA portfolio but rather are displayed for comparison purposes to the broad market.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Investment-Grade Bond Mandate (SMA) Objective &#038; Approach: Launched in 2021*, the investment-grade bond mandate&#8217;s objective is to preserve capital and provide a high rate of cash coupon income. Goodwood uses a disciplined, fundamental, bottom-up approach to constructing investment-grade bond portfolios that they believe will reward investors with capital gains due to credit improvements and credit &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.goodwoodfunds.com\/index.php\/investment-grade-corporate-bond-mandate\/\"> <span class=\"screen-reader-text\">Investment Grade Corporate Bond Mandate<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"class_list":["post-1872","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/pages\/1872","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/comments?post=1872"}],"version-history":[{"count":391,"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/pages\/1872\/revisions"}],"predecessor-version":[{"id":4501,"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/pages\/1872\/revisions\/4501"}],"wp:attachment":[{"href":"https:\/\/www.goodwoodfunds.com\/index.php\/wp-json\/wp\/v2\/media?parent=1872"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}