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BBH Limited Duration's managers seek undervalued bonds that offer sufficient income to compensate for their liquidity and/or credit risks, plus an extra margin of safety. That’s not novel, and there are risks in this portfolio--by some measures a healthier dose than those of the average ultrashort-bond fund. But the strength of its process, reasonable price, and healthy record support its Morningstar Analyst Rating of Bronze.

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Investment management can be an intellectually fulfilling business that involves deep thinking and being surrounded by highly capable people. Value investing, in particular, is a uniquely alluring discipline as it provides a tangible framework – i.e., a repeatable model for making decisions based on the intrinsic value concept and common sense fundamental principles – amidst a financial world that otherwise can seem disorderly and fickle.

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