Barksdale & Associates is dedicated to excellence in the management of customized investment portfolios for institutional investors.
Who We Are
The company is owned by the professional staff, who are readily accessible to clients at all times. The firm is totally committed to client satisfaction in both portfolio management and the client services offered.
- Managed Cash
- Short Controlled Risk
- Intermediate Controlled Risk
- Core Aggregate Controlled Risk
- Core Government Credit Controlled Risk
- Enhanced Cash
- Short Duration
WCB utilizes a number of proprietary models to make decisions on sector allocation, yield curve positioning, and duration exposure. These models have been developed over the past thirty years by Charles Webb, CIO, and Frank Puryear, Senior Portfolio Manager. Approximately 75% of the research is generated internally. WCB begins with a top-down approach utilizing proprietary correlation models as well as economic, duration, and broad sector analysis. WCB overlays further quantitative analysis on sectors, credit and yield curve. Traditional, fundamental bottom-up credit research is incorporated throughout. Examples of the many proprietary predictive and analytical models that we have developed over the years include various bond valuation and rating models on corporate and mortgage sectors, yield curve reversion-to-the-mean models, and various models that forecast the yield curve, GDP, inflation, and future Fed funds rates.