Investment Grade
Corporate Credit
A corporate credit strategy that seeks to efficiently identify undervalued securities within a client driven opportunity set through robust credit underwriting and risk management.
AUM
$ 2,25 billion as of September 30, 2024
Inception Date
2001
Vehicle Types
Separate Account
Investment Philosophy
Constructing a diversified portfolio containing multiple targeted overweights and underweights across sectors, issuers and credit curves is the most effective method to consistently deliver outperformance while minimizing risk.
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
- The size and scope of our research team permits a bottom-up approach that generates investment ideas across the ratings spectrum and credit curve
- Portfolios are constructed to generate excess returns from targeted active overweights/underweights with an emphasis on optimal diversification across sectors, issuers and credit curves
- Integrated risk management process utilizes qualitative and quantitative measures to construct and review portfolios from a risk and volatility perspective
Portfolio Managers
Stephen Ehrenberg
CFA, Managing Director
Charles Sanford
Head of Investment Grade Credit
Investing Together
In our experience, it's about yours.
Our teams are empowered to share ideas, challenge perspectives, and take decisive action as we collectively pursue the greatest outcome for our clients.
