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610.321.3453  ·  info@birchruninvest.com

Birch Run Investments, LLC

Fixed Income Management for Institutional and High Net Worth Investors

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Investment Management

Investment Strategies

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Core Fixed Income

The Core Fixed Income Strategy is a value-oriented and opportunistic strategy that invests across the entire yield curve in a diverse mix of investment-grade fixed income securities, particularly U.S. government, corporate, and securitized assets, including commercial mortgage-backed securities, residential mortgage-backed securities, and asset-backed securities. The strategy combines top-down macro and asset allocation views with rigorous bottom-up fundamental and quantitative analysis.

  • Benchmark: Bloomberg Barclays Aggregate Bond Index
  • Targeted Net Outperformance of 50bps over full market cycle
Click for Strategy Fact Sheet

Intermediate Fixed Income

The Intermediate Fixed Income Strategy is a value-oriented and opportunistic strategy that invests in a diverse mix of investment-grade fixed income securities with maturities of less than ten years. Eligible investments included U.S. government, corporate, and securitized assets, including commercial mortgage-backed securities, residential mortgage-backed securities, and asset-backed securities. The strategy combines top-down macro and asset allocation views with rigorous bottom-up fundamental and quantitative analysis.

  • Benchmark: Bloomberg Barclays Intermediate Govt/Credit Bond Index
  • Targeted Net Outperformance of 50bps over full market cycle
Click for Strategy Fact Sheet

Short Term Fixed Income

Conservative strategy for investors with a short term investment horizon with an emphasis on a high level of current income and minimal interest rate risk.

  • Focus on maximizing income and protecting client principal with minimal interest rate risk
  • Invests in short term investment grade corporate bonds
  • Highly customizable to meet specific client liquidity needs
  • Benchmark: Bloomberg Barclays 1-3 Year Govt/Credit Bond Index
Click for Strategy Fact Sheet

Short Term Fixed Income Plus

An opportunistic strategy that invests along the front end of the yield curve with an emphasis on price appreciation and a high level of current income.

Eligible investments include:

  • Investment Grade Corporate Bonds
  • High Yield Corporate Bonds (BB or better)
  • Government Bonds
  • Benchmark: Bloomberg Barclays 1-5 Year Govt/Credit Bond Index
  • Targeted Net Outperformance of 100bps over full market cycle
Click for Strategy Fact Sheet

Tax Exempt Total Return

Actively managed strategy that seeks to enhance tax free income with price appreciation and tailored to individual client needs with regards to liquidity and credit risk. Yield curve exposure monitored and adjusted dependent upon relative value.

  • Actively managed yield curve exposure to enhance returns
  • Tailored to individual client needs with regards to liquidity and credit risk
  • Benchmark: Bloomberg Barclays Municipal Bond Index
Click for Strategy Fact Sheet

Enhanced Cash

An ultra-short, actively managed strategy that seeks to maximize current income and protect principal with an emphasis on liquidity and limited interest rate risk.  Investment grade corporate bonds and U.S. Government securities with maturities typically shorter than 18 months are eligible.

  • Actively managed with an objective to generate a total return in excess of the benchmark over a full cycle
  • Can be custom tailored to individual client specifications with regards to liquidity needs and credit risk
  • Benchmark: 3 Month U.S. Treasury Bill
Click for Strategy Fact Sheet

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Birch Run Investments, LLC
211 Welsh Pool Road, Suite 234 · Exton, PA 19341
Phone: 610.321.3453 · Fax: 610.363.6419
Email: info@birchruninvest.com

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