Investment Grade Private Credit

Investment Grade 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 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
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Portfolio Managers

EXPERIENCE AND STABILITY

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.

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