- AUM $14.4 billion
(31 March 2020)
- Inception Date 2001
- Vehicles Available
- Separate Account
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
- Repeatable Process: Our well-established risk management culture and framework has allowed us to outperform during challenging markets and has contributed to our established track record of delivering strong, risk-adjusted returns across a variety of market conditions.
- The size of our team: The size and scope of our corporate research team permits a bottom-up approach that generates a rich source of investment ideas across the entire ratings spectrum and credit curve.
- Our unique approach to constructing portfolios: Portfolios are constructed to generate excess returns from a series of targeted active overweights/underweights with an emphasis on optimal portfolio diversification across sectors, issuers and credit curves.
- Integrated Risk Management: A long-tenured risk management process that utilizes both qualitative and quantitative measures to construct and review portfolios from a risk and volatility perspective. Coupled with our proprietary portfolio structure tool RACE (Risk Adjusted Credit Exposure) we seek to construct tailored portfolios aimed to maximize return even against unique client drive benchmarks.