Author: Ticker Magazine
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Last Update: 8:03 AM EDT March 25 2008

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Jeff Lorenzen		“We have a diversified, actively managed approach. The goal is to capture multiple sources of excess returns, which result in above-market performance. In other words, we take many small risks rather then few large ones.”		Kevin Croft
		Vintage Limited Term Bond Fund

The threat of recession looming over credit markets where even fixed income risk sectors faced the worst period in history, is a very tough scenario. Yet the managers of Vintage Limited Term Bond Fund, Jeffrey D. Lorenzen and Kevin W. Croft seem to have succeeded by following an active risk budgeting investment process that gave them a yield advantage versus the benchmark and a portfolio of high credit quality holdings.