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T. Kirkham (Kirk) Barneby, Chief Fixed Income Strategist [link widoczny dla zalogowanych] and portfolio manager of the Tactical Fixed Income Team at American Independence is excited for the opportunity to be a part of CMG's platform. "Steve Blumenthal and his team of experts spent a great deal of time researching our strategy and process and we are both honored and grateful to be a part of their platform. We look forward to a long and mutually rewarding relationship with CMG." Kirk Barneby's proprietary "Investment Scorecard" methodology,[link widoczny dla zalogowanych], which is utilized to actively manage the duration of fixed income portfolios, has its beginnings as far back as the 1970's. The research on the behavior of interest rates has resulted in an active fixed income strategy that significantly alters the interest rate sensitivity of portfolios depending on the interest rate forecast. Barneby, and his colleague [link widoczny dla zalogowanych], manage the American Independence Active Treasury Management (long-only) and Active Treasury Management Bull/Bear (long-short) strategies.
American Independence Financial Services, LLC ("AIFS"), a New York based manager of over $1 billion of mutual funds and separate accounts, is pleased to announce that CMG Capital Management Group ("CMG") has selected the firm's tactical fixed income team to manage a portion of CMG's Absolute Return managed accounts and Absolute Return mutual fund (CMGTX). CMG is a Registered Investment Advisor located in Radnor, [link widoczny dla zalogowanych] Pennsylvania and specializes in alternative investment strategies in a liquid, transparent, separately managed account platform. The platform offers three major blends of managers and nine different models to assist advisors and their clients seeking investment returns that are not correlated with each other and the overall equity and bond markets. CMG also offers an Absolute Return mutual fund with ten sub-managers offering daily liquidity and flexibility to enable advisors and their clients to access these alternative strategies in one mutual fund.
Steve Blumenthal of CMG Capital Management Group said, "The CMG due diligence process is intensive and rigorous, and we add managers and make changes only after the most thorough of consideration. I am delighted to say that the American Independence tactical fixed income strategy, managed by Kirk Barneby and [link widoczny dla zalogowanych] met and exceeded our standards."
He added, "The CMG Absolute Return Strategies have low correlation to both the other managers on our platform and the overall stock and bond markets. Kirk Barneby's three plus decades of experience in interest rate management are essential to any asset allocation, especially in today's uncertain environment."
Said John J. Pileggi, Managing Partner of American Independence Financial Services, LLC, "All of us at AIFS are extremely pleased that CMG has selected us as part of their platform and mutual fund. It is a privilege to work with such a deep and talented firm in the alternative area, which is certainly one of the fastest growing areas in investment management." He added, "Kirk and Glenn take a dynamic view to world of bonds that is not fixed but flexible. With the forces of inflation and deflation converging in the most [link widoczny dla zalogowanych] unpredictable interest rate environment that we may have ever seen, it is their ability to adjust to forces affecting bond prices that will be crucial. They are truly total return oriented."
CMG Selects American Independence to Manage a Portion of CMG's Absolute Return Managed Accounts and Absolute Return Mutual Fund (CMGTX)