PT Asset Management, LLC

PTIAX Celebrates 15-Year Milestone

PTIAX Celebrates 15-Year Milestone

PTIAX Brochure

Strong Returns

Higher than 98% of category peers, 2nd percentile (among 381 funds) as of July 31, 2025

Five-Star Morningstar Rating

For Class I Shares among 539 Intermediate Core-Plus bond funds based on overall risk adjusted returns as of July 31, 2025

Consistent Management

The senior portfolio managers – Mike Plaiss and Tony Harris – have managed the fund since inception

Webinar Details

Who

PT Asset Management (PTAM) Senior Portfolio Managers

When

9/30/2025 at 3:00 CST / 4:00 EST

Where

Click Here to Register

Join us as we celebrate PTIAX’s 15-Year Anniversary with a special webinar on September 30th!

Senior Portfolio Managers Mike Plaiss and Tony Harris will be joined by our CEO, Sean Dranfield, for an insightful panel discussion.

We’ll discuss:

  • How PTIAX grew to a $9B fund in 15 years
  • A deep dive into Mike & Tony’s interest rate offense/defense approach
  • Where we’re positioned today — and excitement going forward

Why PTIAX

PTIAX Fact Sheet

PTIAX Commentary

Shape of the Markets – September 2025

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