Investment Philosophy
Our emerging markets strategy leverages our long-standing disciplined, bottom-up credit analysis framework to construct a diversified portfolio of sovereign, quasi-sovereign, and corporate bonds across emerging and frontier markets. We understand the nuanced spectrum of credit risk in these markets, and our process integrates in-depth sovereign and macroeconomic assessments designed to ensure clients benefit from strategic approaches and new perspectives that generate repeatable alpha within established risk tolerances and objectives.
Emerging Markets Diversified Strategy Overview
Objective
Seeks to maximize total return and add value through issuer and country selection, sector selection, and macro positioning, while managing risk relative to its benchmark
BENCHMARK
J.P. Morgan EMBI Global Diversified Index
Highlights
- Invests primarily in emerging markets sovereign, corporate and quasi-sovereign bonds across the spectrum of ratings and currencies
- Focuses primarily on issuer and country selection, and to a lesser extent, sector selection and macro positioning
- Typically invests in both investment grade and below investment grade securities
- Targets a duration typically less than +/- 1.0 year of the Index
Investment Team
EXPERIENCED TEAM
Clients benefit from a team of seasoned portfolio managers who are collectively responsible for the stewardship of their assets. Working together with credit analysts and traders to filter market information, generate and discuss new investment ideas, the team seeks to identify the best relative value opportunities for our clients.
Our Insights
