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   Fixed Income Portfolio Management

Viable research clearly shows that the two major obstacles to successful investing are subjectivity and high fees, and that over time most managers underperform investable indices by at least the expenses. All Midwest fixed income portfolios are designed to minimize these obstacles by adhering to a quantitative, systematic, and disciplined approach to identify and capitalize on meaningful, consistent, and sustainable inefficiencies.

For smaller, passive portfolios Midwest uses Vanguard funds to efficiently meet client goals. For larger, active portfolios our proprietary QuantCredit (quantitative credit) process is used. After many years of modelling, managing, and comparing U.S. Treasury (risk-free) vs. U.S. investment grade corporate issues we became confident that a 0.5% gross excess return over the Bloomberg-Barclays Investment Grade, or Intermediate Investment Grade Corp Index is attainable. The data also showed that for most years risk characteristics should be similar.

QuantCredit focuses solely on credit quality using probability of default models, and does not engage in interest rate anticipation. Please contact us for a demonstration regarding our step-by-step process.



8383 Greenway Blvd., Suite 600   •   Middleton, WI 53562   •   (608) 273-2900   •   contact@quantmanagement.com

Past performance does not guarantee future success. All investments are subject to risks, including the possible loss of principal. You should consider Midwest based on the suitability of its investment strategies in relation to your objectives and risk tolerance. By using this website, you acknowledge that you have read and accepted Midwest's Terms of Use.

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