Investment Grade
Long Duration
Our long duration strategy utilizes a top-down, macroeconomic view coupled with bottom-up, rigorous fundamental credit analysis and security selection while remaining duration neutral to a pre-determined benchmark.
AUM
$ 243.42 million as of June 30, 2022
Inception Date
2010
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
- 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
- Proprietary portfolio structure tool enables us to construct tailored portfolios aimed at maximizing returns against unique, client-driven benchmarks
Portfolio Managers
Stephen Ehrenberg
CFA, Managing Director
Charles Sanford
Head of Investment Grade Corporate Credit
