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
Inception Date
Vehicle Types
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
Charles Sanford
Related Viewpoints
IG Credit: Well-positioned in a Challenging Environment
In a potential recessionary environment, robust company balance sheets and normalizing yield levels are creating a compelling case for IG corporate credit.
2023 Outlook: Public & Private Credit
In this roundtable discussion, our credit market experts across public and private markets describe how they’re navigating today’s more challenging backdrop and where they’re turning to find strong, risk-adjusted returns.