Our strong, “through-the-cycle” track record is built upon our team-based investment approach, our ability to generate investment ideas, and a risk management process that uses qualitative and quantitative factors to construct and manage portfolios.
A Solid Case for IG Credit, But Caution is Required
Against a backdrop of elevated uncertainty, IG corporate credit—with healthy corporate balance sheets and a relatively attractive total return potential—looks well-positioned.
Why Securitized & Why Now: $12.5 Trillion Market Goes on Sale
Today’s securitized market presents a rare opportunity to add diversification via an asset class with the potential to provide defensive opportunities with outsized returns.