Short Duration Investment Grade

The Herzfeld Short Duration Investment Grade portfolio invests in high-quality US corporate debt. The objective of the strategy is to outperform broad investment grade credit indices with less volatility. The strategy is designed to maintain a lower duration than the indices. The comparative benchmark for this portfolio is the iShares iBoxx Investment Grade Corporate Bond ETF (LQD).

Download the PDF to learn more

Key Metrics

2020

Strategy Inception

5.4%

Annualized Return Since Inception

5/5

Morningstar Overall Rating

Est. 1984

Some things never change – like our commitment to being accessible to our clients and partners. Whether you're a long-time friend or new to Herzfeld Advisors, we're here to talk.

info@herzfeld.com +1.305.777.1660

Other Strategies

Special Situations

A strategy that invests specifically in closed-end funds with potential catalysts for corporate actions.

Learn more

Herzfeld Credit Income Fund

The Fund seeks to generate total return and income by investing in CLO Equity.

Learn more