WB Capital Funds(1)

Small Risks to Consistent Gains

Vintage Limited Term Bond Fund

US> Large-Cap > Growth

Mar 25, 2008

The threat of recession looming over credit markets where even fixed income risk sectors faced the worst period in history, is a very tough scenario. Yet the managers of Vintage Limited Term Bond Fund, Jeffrey D. Lorenzen and Kevin W. Croft seem to have succeeded by following an active risk budgeting investment process that gave them a yield advantage versus the benchmark and a portfolio of high credit quality holdings.