Barksdale Investment Management

Barksdale Investment Management primarily serves institutional investors — including employee benefit plans, insurance companies, state and municipal governments, charitable organizations, and corporations — while also managing accounts for a small number of high‑net‑worth individuals and providing services to other investment advisers. The firm offers discretionary management of fixed income, equity and balanced strategies and provides model portfolio delivery and sub‑advisory services to third‑party sponsors and UMA platforms.

The firm emphasizes customized separate‑account management, particularly in fixed income, using a blend of quantitative and qualitative fundamental analysis and a top‑down/sector‑specific process to align portfolios with client guidelines for liquidity, credit quality and duration. Portfolio managers implement consistent investment styles across clients while adapting to client‑specific constraints, and Barksdale requires advanced academic credentials or CFA enrollment for staff who provide investment advice.

Distinctive features noted in the brochure include its role in model delivery arrangements (where sponsor or platform providers may execute trades and multiple advisory fees can apply) and an unusually broad mix of institutional client types for a firm of its size. The firm is independent, employee‑owned and WBENC‑certified as a Women’s Business Enterprise, and it highlights a formalized approach to tailored, guideline‑driven portfolio construction.