Fixed Income Strategies

Cash Management

Our Cash Management strategies are for municipalities, foundations, and other institutions that are seeking to enhance money market returns. This strategy is customized to the particular institutional needs: portfolios can be designed for credit quality mandates or specific maturity calendars.

Income Strategy

Our Income Strategy focuses on producing a generous income flow on a monthly basis. The goal of this strategy is to attain much higher monthly flows than the Cash Management strategy. These flows have multiple purposes, such as matching liabilities, reducing risk, protecting principle, and creating reinvestment opportunities. This strategy is excellent for foundations, cities, counties, and clients that are seeking high income generation.

Biotech Strategies

You have probably heard this before: biotechnology is going to change the world. It is a sector of the market where investors can not only seek return, but also contribute to companies of varying sizes looking to cure diseases, transform our energy use, and pursue other transformative goals. The question, of course, is: how do you invest in such an industry?

At Emergent, we don’t pretend to be able to pick winners and losers. Our biotech strategy uses a proprietary model that gauges the confidence of biotech companies’ core people — CEOs, board members, executives — through their publicly-accessible activity on the markets to determine when to buy, and analyzes historical information to determine when to sell.

Primary Goals and Key Reasons to Invest

Insider-Driven: Our model focuses on companies with specific levels of insider buying. We believe that insider buys illustrate confidence in the company from those who know it best.

Not a Hedge: Our model is not an inverse fund trying to perform well when the market is down or a hedge trying to deliver outsized returns in the short term. It is designed to select from the biotechnology sector a subset of stocks with the goal of outperforming the market over the long term.

Disciplined Strategy: Our model involves limited human input other than the expertise that has gone into its design. The quantitative model uses historical data to determine what securities to purchase, when to purchase them, and when to sell them. Rather than relying on market timing, the model forces discipline by using simple historical patterns to determine when to sell.