Cincinnati Asset Management

Fixed Income Managers Specializing in U.S. Corporate Bonds


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Preservation of Capital

Cincinnati Asset Management is a boutique, fixed income manager specializing in U.S. Corporate Bonds. Established in 1989 to build and manage high performance fixed income portfolios for individuals and institutions, our conservative and disciplined approach stresses preservation of capital, diversification, and high investment income. We have specialized in the management of corporate fixed income securities for our clients for over 30 years. We are an independent investment adviser registered with the SEC and structured as a corporation that is employee owned. The strength of our Firm lies with our niche focus, commitment to our investment process and depth of experience of our Portfolio Teams, Managing Directors and employees.

Recent Insight

08 May 2020

CAM Investment Grade Weekly Insights

Spreads drifted modestly wider throughout the week.  The Bloomberg Barclays US Corporate Index closed the week of May 8 at an OAS of 212 after closing the prior week at 206. Still, we have come a long way from the market wide on the index, which was an OAS of 373 on March 23.  Through […]

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08 May 2020

CAM High Yield Weekly Insights

 Fund Flows & Issuance:  According to a Wells Fargo report, flows week to date were +$2.9 billion and year to date flows stand at $2.8 billion.  New issuance for the week was $8.1 billion and year to date issuance is at $113.8 billion.   (Bloomberg)  High Yield Market Highlights Barclays credit strategists led by Brad […]

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01 May 2020

CAM High Yield Weekly Insights

Fund Flows & Issuance:  According to a Wells Fargo report, flows week to date were +$1.6 billion and year to date flows stand at -$0.1 billion.  New issuance for the week was $7.0 billion and year to date issuance is at $105.6 billion.   (Bloomberg)  High Yield Market Highlights S. junk bonds are poised to […]

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01 May 2020

CAM Investment Grade Weekly Insights

Spreads got back on the tightening track this week after finishing the prior week slightly wider.  The Bloomberg Barclays US Corporate Index closed Thursday at an OAS of 202 after closing the prior week at 209. The market was mixed throughout the day on Friday but softer equities weighed on credit spreads pushing them wider […]

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24 Apr 2020

CAM High Yield Weekly Insights

Fund Flows & Issuance:  According to a Wells Fargo report, flows week to date were +$2.2 billion and year to date flows stand at -$1.7 billion.  New issuance for the week was $17.3 billion and year to date issuance is at $98.6 billion.   (Bloomberg)  High Yield Market Highlights  The junk bond market is likely […]

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24 Apr 2020

CAM Investment Grade Weekly Insights

The streak of tighter spreads for the past four weeks is in jeopardy.  The Bloomberg Barclays US Corporate Index closed Thursday at an OAS of 208 after closing the prior week at 206. The tone is mixed as we go to print on Friday morning so unless something changes throughout the day it looks unlikely […]

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17 Apr 2020

CAM Investment Grade Weekly Insights

Investment grade credit spreads were tighter for the fourth consecutive week.  The Bloomberg Barclays US Corporate Index closed Thursday at an OAS of 210 after closing the prior week at 233. The tone midway through the day on Friday is mixed but spreads look as though they will finish the day tighter as stocks drift […]

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14 Apr 2020

CAM High Yield Weekly Insights

(Bloomberg)  Fed to Buy Junk Bonds Among Other Support The Fed said it will invest up to $2.3 trillion in loans to aid small and mid-sized businesses and state and local governments as well as fund the purchases of some types of high-yield bonds, collateralized loan obligations and commercial mortgage-backed securities. The money comes on top of the massive […]

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10 Apr 2020

CAM High Yield Weekly Insights

Fund Flows & Issuance:  According to a Wells Fargo report, flows week to date were +$2.9 billion and year to date flows stand at -$16.0 billion.  New issuance for the week was $4.3 billion and year to date issuance is at $76.5 billion.   (Bloomberg)  High Yield Market Highlights The robust demand for new issuance, […]

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09 Apr 2020

CAM Investment Grade Weekly Insights

Spreads ripped tighter during the week as risk assets of all stripes performed well on the back of extraordinary support from the Federal Reserve.  The Bloomberg Barclays US Corporate Index closed the holiday shortened week at an OAS of 233, a whopping 50 basis points tighter from the previous Friday close and over the course […]

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Clients

Individuals

Individual investors benefit from the same disciplined approach we apply to the management of portfolios of our institutional clients.  We buy/sell securities in institutional size that typically is more efficient than smaller retail purchases.  The individual investor participates in these larger trades and enjoys the same pricing that the institutional client receives.

Institutional

We focus on the needs of institutional clients, including pension plans, endowments, charitable organizations, and insurance companies.  Our strategic investment philosophy, rather than a tactical trading approach, assures that the longer term requirements of these institutions are being met through disciplined investing.  We are also able to tailor a portfolio to meet specific investment objectives.

Approach

Our investment process concentrates in the U.S. Corporate Bond market and offers solutions to investors which span the entire spectrum of credit quality from Investment Grade to High Yield. In all cases fundamental credit research is a primary element of our portfolio management process. Our approach stresses preservation of capital, diversification and high investment income.

CAM follows a conservative “bottom-up value” investment discipline that seeks out companies that are currently out of favor with investors, but poised to improve. The primary focus is preservation of capital with a secondary, but extremely important, emphasis on total return. Our portfolios are not managed to a benchmark from a portfolio construction perspective, but do look to outperform respective benchmarks over a full market cycle with less volatility. We do not utilize interest rate anticipation tactics. We look to minimize the impact of macro-economic factors, such as interest rate risk, from the investment process by employing defensive maturity structure within the portfolio

Research

View our research materials, like white papers and yield-spread analysis, as well as our weekly insight.

Investment Solutions

High Yield

For investors seeking potentially greater returns, this strategy focuses on bonds rated in the top two rating categories (BA & B).  Securities rated CAA and lower are not eligible for purchase.

Investment Grade

Designed for the more conservative investor interested in an intermediate, investment grade corporate strategy that provides a premium yield to Treasury securities.

Short Duration

For investors interested in a shorter maturity profile which targets an allocation of 50% Investment Grade and 50% High Yield securities in one portfolio.

Broad Market

Combines the Investment Grade and High Yield strategies in an approximate 2/3 – 1/3 blend.  It is designed for the investor who desires to achieve greater returns than the Investment Grade strategy while incurring less volatility than the High Yield strategy.

Short Duration : Investment Grade

Designed for investors interested in a shorter maturity profile but do not wish to hold any non-investment grade securities.  The average maturity of the portfolio, once seasoned, is less than half of that of our core Investment Grade strategy.  

CAMBX

The CAM Broad Market Strategic Income Fund provides an opportunity for long-term investors to find a conservative risk/reward balance that focuses on downside protection and total return.