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INCORE Capital Management Overview

INCORE Capital Management provides independent, comprehensive, and repeatable fixed income and convertible bond strategies. Our strategies cover the entire risk spectrum from conservative capital preservation and income to short government to more aggressive total return and convertible bond strategies, all based upon the client’s needs and goals. Our strategies are managed by two teams, one led by CIO Ed Goard and the other led by CIO Heidi Adelman.

Investment Teams

INCORE Capital Management Fixed Income

Edward Goard

INCORE Capital Management Fixed Income

Chief Investment Officer – INCORE Capital Management

Edward Goard is Chief Investment Officer of INCORE Capital Management. In this role, he is responsible for the oversight of all fixed income strategies and the fixed income team. The Munder Fixed Income team was renamed INCORE Capital Management on April 1, 2015. INCORE Capital Management is a Victory Capital investment franchise.

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INCORE Capital Management Short Government

Heidi Adelman

INCORE Capital Management Short Government

Chief Investment Officer – Short Government Portfolio Manager

Heidi Adelman is Chief Investment Officer and lead portfolio manager of INCORE’s Short Government strategy. In this role, she is responsible for all agency mortgage-backed and U.S. government securities. She is also lead portfolio manager for government and mortgage-only portfolios. The Victory Short Government team was renamed INCORE Capital Management on April 1, 2015. INCORE Capital Management is a Victory Capital investment franchise.

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