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Shape Management Brochure

  1. Interest rates are difficult, if not impossible to predict, yet drive many investment decisions.
  2. Yield is one of the most relied upon performance metric that drives many fixed income investment decisions, yet it is often based on incomplete information and assumptions.
  3. Despite interest rate movements being difficult, if not impossible, to predict, many investors use duration as their primary risk measure when selecting bonds. Duration is based on assumptions that we believe only give a partial picture and can potentially mislead investors.
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Taylor Huffman, CFA®

Senior Portfolio Manager

MARCH 2024

Risks and Other Important Considerations

The views and opinions expressed are for informational and educational purposes only as of the date of writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments. Past performance does not predict or guarantee future results. Investing involves risk; principal loss is possible.

There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. The information contained herein has been obtained from sources considered to be reliable, and is subject to change without notice. PT Asset Management, LLC does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions for the results obtained from the use of such information.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

©2024 PT Asset Management, LLC. All Rights Reserved.

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