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

$ 10.58 billion as of September 30, 2022

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

FIXED INCOME

ESG in Fixed Income

The Intent Beyond the Income

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