Short Duration
The Short Duration Strategy invests in fixed income securities across a broad group of industries, geographies, and company market capitalizations.
Objective
The Short Duration Strategy invests in fixed income securities across a broad group of industries, geographies, and company market capitalizations with the goal of providing current income to investors.
Guidelines
Benchmark:
Bloomberg 1-3 Yr Gov/Credit TR
Maximum Position Size:
5%
Maximum Industry Exposure:
25%
Maximum Cash Position:
20%
STRATEGY FACTS
As of 3.31.25
Composite Inception
12.17.23
Assets Under Management
AUM
$30.4m
Investment Vehicles
Mutual Fund
Standard Minimum
$2,500 (Class I)
INVESTMENT TEAM
Nick Rinker, CFA
Lead Portfolio Manager
& Research Analyst
17 Years Investment Experience
Nick joined VELA in 2022 and has served as a Portfolio Manager on the Income Opportunities and Short Duration strategies since inception. Nick is also a partner in our firm.
Prior to joining VELA, Nick served as Director of Investments at G2 Capital Management, an investment advisory and wealth management firm. Nick has industry experience since 2006 including roles at Stadion Capital, Red Capital Group, American Capital Strategies, and Deloitte & Touche.
Nick received a B.S.B.A. from the University of Richmond.
Matt Susi, CFA
Portfolio Manager
& Research Analyst
11 Years Investment Experience
Matt Susi is a Portfolio Manager on the Short Duration Strategy and a partner in our firm. Before joining VELA, Matt spent 10 years at Nationwide Insurance in Investments where he held various roles including International Investment Analyst, Investment Grade Corporate Bond Trader, and High Yield & Leveraged Loans Research Analyst.
Matt received a B.S. in Finance from Miami University Farmer School of Business.
