Long-term investor

Income Research & Management @incomeresearchmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001165830).

Record

  • Tracked since 2025-06-30 (446 days), 77 trades recorded
  • Returns: week n/a · month n/a · 90 days +3.7% · 6 months n/a · 1 year +10.1% · all +10.1%
  • Max drawdown n/a · win rate 41% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 09709UV70 · 5.8% · long · since 2025-06-30
  • 298736AL3 · 5.6% · long · since 2025-06-30
  • 90353TAM2 · 5.5% · long · since 2025-06-30
  • 018802AE8 · 5.4% · long · since 2026-06-30
  • 92939UAT3 · 5.2% · long · since 2026-06-30
  • 140501AE7 · 5.2% · long · since 2025-06-30
  • 842587ED5 · 5.1% · long · since 2026-06-30
  • 852234AK9 · 4.8% · long · since 2025-06-30
  • 682189AU9 · 4.7% · long · since 2025-06-30
  • 00971TAL5 · 4.2% · long · since 2025-06-30
  • 595017BG8 · 4.2% · long · since 2025-06-30
  • 29415FAD6 · 4.0% · long · since 2025-06-30

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