Tattersall Advisory Group

Domestic Fixed Income Strategies

Delivering consistent returns through a time-tested, risk-conscious approach to investing

Across our array of strategies, we seek to realize long-term value for our investors through a research-intensive investment approach, adding value in four major ways: performing bottom-up security analysis, conducting rigorous risk/return scenario analysis, applying strict relative value analysis and maintaining disciplined risk management.

Tattersall Advisory Group invests across the full spectrum of short- and long-term investment grade and high yield fixed income asset classes, focusing exclusively on the US market. A cohesive team approach integrates top-down risk controls with strictly enforced portfolio constraints, including duration, sector and credit quality parameters.

The multi-strategy fixed income team is led by CIO Robert Calhoun, who is noted for his extensive experience and track record in domestic fixed income investing. He oversees the core, core plus, intermediate and high yield teams.

Tattersall Advisory Group offers a range of short-term solutions, including Enhanced Cash and Limited Duration, Money Market, Credit Research, MBS, Structured Products and Trading. A cohesive team approach integrates top-down risk controls with strictly enforced portfolio constraints, including duration, sector and credit quality parameters.

As of September 30, 2008, the Tattersall Advisory Group had approximately $78.8 billion in assets under management.