Investment Grade
Stable Value
We offer expertise and investment solutions that span a variety of strategies, investment vehicles and wrap providers.
AUM
$ 9.33 billion as of March 31, 2023
Vehicle Types
Separate Account
Investment Philosophy
A firm-wide commitment to robust fundamental credit across asset classes is paramount. A disciplined, repeatable process focused on specific aspects of risk management has the ability to limit the potential for downside losses.
Our Value Add
- Well-established risk management culture has contributed to our track record of delivering strong, risk-adjusted returns across a variety of market conditions
- Idea generation is fueled by robust fundamental credit analysis, which is delivered by our well-resourced global investment teams with a track record of generating alpha
- Execution strength lies in our flat organizational structure, which facilitates efficient communication of investment ideas, and our cohesive investment process, led by an experienced senior portfolio management team
- Expertise across the fixed income spectrum–from investment grade to high yield to structured products
Portfolio Managers
Yulia Alekseeva, CFA
Portfolio Manager & Head of Securitized Credit Research
Stephen Ehrenberg
CFA, Managing Director
Douglas Trevallion II, CFA
Head of Global Securitized and Liquid Products
