Investment Grade Public and Private Credit Strategy Overview
OBJECTIVE
Seeks to consistently outperform the Bloomberg US Corporate Bond Index while maintaining a comparable or lower level of risk
BENCHMARK
Bloomberg US Corporate Bond Index
STRATEGY INCEPTION
January 1, 2006
HIGHLIGHTS
- Invests primarily in publicly issued corporate bonds, and to a lesser extent privately issued corporate bonds, lease-backed notes, project finance/infrastructure debt and asset-backed instruments
- Focuses primarily on security selection and sector selection, including industry, with an emphasis on covenants and structure
- Typically invests in investment grade instruments at the time of purchase (BBB- and above); however, the strategy may hold instruments downgraded below investment grade
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
