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Mauricio Alejandro Agudelo
Head-Fixed Income Invts chez
Homestead Advisers Corp.
Profil
Mr. Mauricio A. Agudelo, CFA, is a Head of Fixed Income Investments at Homestead Advisers Corp.
He joined the firm in 2016 and co-manages Homestead Advisers’ fixed-income strategies.
Prior to this role, he co-managed taxable fixed-income mutual fund portfolios for Calvert Investment Management, Inc. and held previous positions at Calvert in trading and securities analysis.
He received his undergraduate degree from the University of Maryland and holds the Chartered Financial Analyst designation.
Postes actifs de Mauricio Alejandro Agudelo
| Sociétés | Poste | Début |
|---|---|---|
Homestead Advisers Corp.
 Homestead Advisers Corp. Investment ManagersFinance Homestead Advisers employs equity, fixed income and money market investment strategies. Their equity strategy seeks capital growth over the long-term by investing in stocks of established companies they believe to be attractive and/or undervalued. The firm generally follows a bottom-up approach based on its fundamental research and consideration of variety of factors. Homestead Advisers’ fixed-income strategy primarily seeks current income while maintaining a low degree of fluctuation. In selecting portfolio holdings, the firm considers the outlook for the economy, monetary policy, interest rates and credit spreads. | Head-Fixed Income Invts | 01/11/2021 |
Anciens postes connus de Mauricio Alejandro Agudelo
| Sociétés | Poste | Fin |
|---|---|---|
Calvert Investment Management, Inc.
 Calvert Investment Management, Inc. Investment ManagersFinance Calvert Investment Management offers over 40 equity, bond, cash and asset allocation investment strategies, many of which feature integrated corporate sustainability and responsibility research. Calvert's equity mutual funds include both domestic and internationally-focused funds in the small-, mid- and large-cap spaces and incorporate many investment styles including core, value and growth, in addition to sector funds, index funds, and conservative, moderate and aggressive allocation funds. Many of the equity funds feature Calvert's SRI investment strategies. Calvert's fixed-income strategies are designed to help clients preserve capital and generate reliable income by emphasizing fundamental credit research and top-down macroeconomic analysis with the goal of delivering superior risk-adjusted performance. The firm's fixed-income mutual funds include portfolios that invest in instruments with multitude of target maturities ranging from ultra-short to long-term. The funds employ an active trading strategy seeking relative value to earn incremental income and most invest primarily in investment grade securities of US corporations and the US government and its agencies. The firm uses a top-down approach to establish broad duration and yield curve techniques and to find relative value across the broad sectors of the bond market including corporate bonds, below-investment grade, high yield bonds, Treasuries, agency bonds, ABS, MBS and taxable municipal debt. | Portfolio Manager-Fixed Income | - |
Formation de Mauricio Alejandro Agudelo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Homestead Advisers Corp.
Homestead Advisers Corp. Investment ManagersFinance Homestead Advisers employs equity, fixed income and money market investment strategies. Their equity strategy seeks capital growth over the long-term by investing in stocks of established companies they believe to be attractive and/or undervalued. The firm generally follows a bottom-up approach based on its fundamental research and consideration of variety of factors. Homestead Advisers’ fixed-income strategy primarily seeks current income while maintaining a low degree of fluctuation. In selecting portfolio holdings, the firm considers the outlook for the economy, monetary policy, interest rates and credit spreads. | Finance |
Calvert Investment Management, Inc.
Calvert Investment Management, Inc. Investment ManagersFinance Calvert Investment Management offers over 40 equity, bond, cash and asset allocation investment strategies, many of which feature integrated corporate sustainability and responsibility research. Calvert's equity mutual funds include both domestic and internationally-focused funds in the small-, mid- and large-cap spaces and incorporate many investment styles including core, value and growth, in addition to sector funds, index funds, and conservative, moderate and aggressive allocation funds. Many of the equity funds feature Calvert's SRI investment strategies. Calvert's fixed-income strategies are designed to help clients preserve capital and generate reliable income by emphasizing fundamental credit research and top-down macroeconomic analysis with the goal of delivering superior risk-adjusted performance. The firm's fixed-income mutual funds include portfolios that invest in instruments with multitude of target maturities ranging from ultra-short to long-term. The funds employ an active trading strategy seeking relative value to earn incremental income and most invest primarily in investment grade securities of US corporations and the US government and its agencies. The firm uses a top-down approach to establish broad duration and yield curve techniques and to find relative value across the broad sectors of the bond market including corporate bonds, below-investment grade, high yield bonds, Treasuries, agency bonds, ABS, MBS and taxable municipal debt. | Finance |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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