Investment Grade
Stable Value
We offer expertise and investment solutions that span a variety of strategies, investment vehicles and wrap providers.
AUM
$ 9.14 billion as of December 31, 2022
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
Related Viewpoints
Public Fixed Income
IG Credit: Well-positioned in a Challenging Environment
In a potential recessionary environment, robust company balance sheets and normalizing yield levels are creating a compelling case for IG corporate credit.
2023 Outlook: Public & Private Credit
In this roundtable discussion, our credit market experts across public and private markets describe how they’re navigating today’s more challenging backdrop and where they’re turning to find strong, risk-adjusted returns.