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.
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
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.