JANIS IS
BACK
It’s Time to
Get Agile
Today’s market environment offers active fixed-income investors opportunities that haven’t been seen in almost 20 years. Renowned fixed-income expert Dan Janis and his team at Agile Investment Management LLC have partnered with iA Clarington to take advantage of these exciting opportunities to help you achieve your income goals.
Focused exclusively on global fixed income, Agile leverages all the benefits of a small, nimble team of proven specialists equipped with today’s most advanced technology. Plus, each member of the Agile team is a part-owner of the company, which means their success is tied to yours.
The Agile team has over 100 years of combined experience and an unwavering commitment to delivering real results for investors.
Dan Janis
Chief Investment Officer
37 years’ experience
Peter Azzinaro
Portfolio Manager
30 years’ experience
Jonathan Birtwell, CFA
Portfolio Manager
20 years’ experience
Noelle Corum, CFA
Portfolio Manager
13 years’ experience
We’re not in the predicting business, we’re in the risk management business.
– Dan Janis
In identifying opportunities to generate attractive income streams, the Agile team maintains the constant focus on risk management that has defined Dan Janis’s signature style for almost 40 years. Front and centre are the four key risks faced by fixed-income investors:
6-Step Process
The Agile investment process combines top-down and bottom-up analysis with the team’s commitment to comprehensive risk management.
- Develop a macroeconomic view to drive the investment process through top-down global analysis.
- Identify attractive sectors based on the team’s top-down view of macroeconomic conditions.
- Bottom-up analysis to identify potential holdings for the portfolio within each sector.
- Develop interest rate and currency strategies to add value, mitigate risk and/or diversify the portfolio.
- Construct portfolios that accurately reflect the team’s macro, relative value and currency views.
- Rigorous surveillance of portfolio holdings to ensure essential risk management.
The result is a high-conviction portfolio with strong potential for attractive income and a smoother ride across the entire credit cycle.
IA Clarington Core Plus Bond Fund seeks to generate income – while preserving capital and mitigating the effects of interest rate fluctuations – through actively managed exposure to investment grade corporate bonds and high-yield bonds, as well as other income-producing securities such as government bonds, asset-backed securities and senior loans.
Key reasons to invest:
- Focus on long-term capital growth and downside protection through a global, short-duration investment grade portfolio.
- Diversification beyond traditional fixed-income strategies.
- Enhanced yield potential from non-investment grade exposure (max. 25%) and wide latitude in higher-yielding credit selection.
Additional Material
Stay tuned for our announcement of a new global fixed-income fund sub-advised by Agile Investment Management.
For definitions of technical terms, please visit iaclarington.com/glossary and speak with your investment advisor.
Agile Investment Management, LLC was appointed sub-advisor to the IA Clarington Core Plus Bond Fund effective September 4, 2024.
The information provided should not be acted upon without obtaining legal, tax, and investment advice from a licensed professional. Statements by the portfolio manager or sub-advisor represent their professional opinion and do not necessarily reflect the views of iA Clarington. Specific securities discussed are for illustrative purposes only and should not be considered a recommendation to buy or sell. Mutual funds may purchase and sell securities at any time and securities held by a fund may increase or decrease in value. Past investment performance may not be repeated. Unless otherwise stated, the source for information provided is the portfolio manager. Statements that pertain to the future represent the portfolio manager’s current view regarding future events. Actual future events may differ.
Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with mutual fund investments, including investments in exchange-traded series of mutual funds. The information presented herein may not encompass all risks associated with mutual funds. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Trademarks displayed herein that are not owned by Industrial Alliance Insurance and Financial Services Inc. are the property of and trademarked by the corresponding company and are used for illustrative purposes only.
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