Investment Philosophy
We aim to deliver consistent results that our clients can depend on to meet their risk and return expectations. Rooted in the belief that the volatility of market prices exceeds that of fundamental asset values, we focus on taking advantage of these market dislocations to generate consistent, dependable alpha per unit of risk across all market environments.
Investment Grade CLO Debt Strategy Overview
OBJECTIVE
Seeks to consistently outperform 3-Month SOFR Index while maintaining a comparable level of risk
BENCHMARK
3-Month SOFR/LIBOR Index
STRATEGY INCEPTION
March 1, 2019
Highlights
- Invests primarily in US dollar-denominated investment grade collateralized loan obligation debt including broadly syndicated loan CLOs and middle market loan CLOs. Typically invests in deals issued in the primary market; however, the strategy opportunistically seeks deals trading in the secondary market.
- Focuses primarily on security selection
- Typically invests in investment grade securities at the time of purchase (BBB- and above); however, the strategy may hold securities downgraded below investment grade
Portfolio Managers
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
