Strategies Overview
Barksdale Investment Management specializes in customized fixed income and equity management strategies, primarily for institutional investors. Our team takes a hands-on, client-centric approach. This commitment to exceptional client service is a core value of the firm and is reflected in the longevity and satisfaction of its client relationships.
OUR APPROACH
Customized Investment Solutions
We have a longstanding expertise in fixed income separate account management honed over many market cycles. We have expanded our services to include equity, balanced, high yield, core plus, LDI, credit only and enhanced cash portfolio management.
Fixed Income Management
Active Management
Emphasis on capital preservation and superior risk-reward with consistent, “no surprises” performance.
Risk Diffusion
Credit and market risks are widely diffused in portfolio construction, avoiding overreliance on any attribution category for alpha generation.
Client-Centric Approach
Barksdale customizes portfolios to meet individual client guidelines, focusing on liquidity, risk tolerance, and credit quality.
Disciplined Strategy
Utilizes a Macro Scorecard to quantify economic inputs, top-down and sector/security-specific analysis, while also incorporating fundamental, quantitative, and technical analysis.
Customization
Barksdale’s SMA focus accommodates duration/maturity considerations, ratings-constrained, and exclusionary portfolios.
Internal Research
Top-down internal models for sector allocation, yield curve positioning, and duration exposure work in concert with bottom up, fundamental credit and MBS research.
Fixed Income
Featured Fixed Income Strategies
Investment Grade Fixed Income
Other Fixed Income
40+ Years
Experience Serving Our Clients
Since 1984, our Barksdale Investment Management has served institutional clients with integrity, accountability, and diligence.
$3.5B*
assets under management
Across core, core-plus, intermediate-duration, short-duration, enhanced-cash, high-yield and equity strategies.
*as of June 30, 2024
Equity Management
Diversified Value Equity Strategy
International Deep Value Strategy
A Women’s Business Enterprise
In 2019, Barksdale Investment Management became 51% women-owned, with buy-in from all shareholders. The company continues to grow, and in 2021 earned its national certification as a Women’s Business Enterprise. The WBE certification was the final step in Barksdale’s transition to a majority women-owned firm.
While generational equity transitions often involve little demographic change, Barksdale’s founder, Weaver Barksdale, championed the firm’s evolution to majority female ownership. After more than three decades working alongside women—including our Operations Manager, who has been with the firm since its 1984 founding—Mr. Barksdale had first-hand experience of the impact and importance of diversity to our long-term success.
We are confident that our ownership structure positions us for a new era of growth, as a growing number of clients understand the symbiosis of well-diversified portfolios and well-diversified portfolio management teams.
Our Location
40 Burton Hills Blvd, Suite 230
Nashville, TN 37215
Employee Owned & WBENC-Certified
100% employee-owned and a WBENC-certified Women’s Business Enterprise