American Independence Named "Top Gun" Performer by Informa
Active Interest Rate Management Strategy Outranks Other Fixed-Income Approaches
NEW YORK, Nov. 29, 2011 /PRNewswire/ -- American Independence Financial Services, LLC (American Independence), a New York-based investment advisory firm and manager of fixed income, equity and alternative mutual funds, and separately managed accounts, today announced that its Active Interest Rate Management (AIRM) Strategy has been named as a Top Gun performer by Informa Investment Solutions.
The "Top Guns" ranking – based on Informa's manager database – recognizes the achievement of American Independence's discipline applying the AIRM Strategy to its separately managed accounts. The AIRM Strategy was highlighted for being a "Top Gun" performer in the Short Maturity Universe for both the quarter and one-year periods ending September 30, 2011.
"The Top Gun ranking recognizes the AIRM Strategy as a truly differentiated approach – one grounded in the economic theory of interest rate behavior – to manage interest rate exposure in clients' bond portfolios. It is designed to provide a solution for bond investors who are seeking long-term total return while investing in the security of U.S. Treasury-related securities," said Eric Rubin, President of American Independence. "The AIRM Strategy also happens to be the same investment philosophy used in our mutual fund product, the Active Interest Rate Management Fund."
The AIRM Strategy differentiates itself from other bond investment strategies in its peer group by actively managing interest rate risk, with 100% of assets invested in U.S. Treasury-related securities. By actively managing duration, this strategy is designed to protect investors against rising interest rates while potentially benefiting from falling interest rates. Duration is managed based upon American Independence's proprietary Interest Rate Scorecard, which uses a unique blend of quantitative and statistical measures to determine the interest rate outlook.
The Active Interest Rate Management Strategy and the Active Interest Rate Management Fund are managed by T. Kirkham Barneby, Chief Strategist & Portfolio Manager of Taxable Fixed Income for American Independence. Mr. Barneby joined the company in 2008. Previously, he was a managing member of Old Iron Hill Capital Management, L.L.C. and earlier in his career headed an investment group at UBS that managed $7 billion in assets. Glenn Dorsey, CFA, serves as the co-manager of the discipline. Mr. Dorsey joined American Independence in January 2009. Mr. Dorsey was previously the founder of Reveille Asset Management. Prior to starting Reveille, Mr. Dorsey was a portfolio manager with Jamison Prince Asset Management, Lyon Stubbs & Tompkins, Mitchell Hutchins and Bankers Trust Company.
Informa's PSN database contains over 12,000 institutional investment products reported by more than 2,000 managers within the system. A full list of PSN Top Guns can be viewed on the www.informais.com website, accessible via complimentary login.
About American Independence Financial Services, LLC
American Independence is an investment advisory firm registered with the SEC providing professional, actively managed investment advisory services to 16 American Independence funds, including the NestEgg Target Date funds, as well as separately managed accounts, aggregating $1.4 billion in assets under management. The firm is comprised of industry leaders with over 25 years of average industry tenure. To learn more about American Independence, visit www.americanindependence.com or call (646) 747-3477.
About Informa Investment Solutions, Inc.
Informa Investment Solutions (IIS), a subsidiary of Informa plc, is a leading provider of solutions and custom services to financial institutions and investment professionals. For over 30 years, IIS has supplied valuable data and offered tailored performance measurement, wealth management tools, reporting, and communications solutions to brokerages, money management firms, investment consultants, independent advisors and pension plan sponsors. For more information on Informa Investment Solutions, visit www.informais.com.
Media Contact:
Patty Buchanan
Fastlane on Behalf of American Independence
[email protected]
973.670.1203
Important Disclosures
The information in this article should not be construed as a recommendation to buy or sell any security or to participate in any particular trading or investment strategy.
All investments are subject to risk. Investors should consider a fund's investment objectives, risks, charges and expenses carefully before investing. Fixed income securities are subject to interest rate risk. Generally, when interest rates rise, bond prices fall, and vice versa. Specific sector investing can be subject to different and greater risks than more diversified investments.
Past performance is no guide to future performance and the value of investments can fall as well as rise.
For more complete information on the American Independence Funds, you can obtain a prospectus containing complete information for the funds by calling 866-410-2006, or by visiting www.aifunds.com. Please read the prospectus carefully before investing. You should consider the fund's investment objectives, risks, charges, and expenses carefully before you invest or send money. Information about these and other important subjects is in the Funds' prospectus.
American Independence Financial Services, LLC is a limited liability company.
Shares of the American Independence Funds are distributed by Matrix Capital Services, Inc., which is not affiliated with American Independence Financial Services, LLC.
NOT FDIC INSURED - MAY LOSE VALUE - NO BANK GUARANTEE
SOURCE American Independence Financial Services, LLC
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