Investment Grade
Corporate Credit
A corporate credit strategy that seeks to efficiently identify undervalued securities within a client driven opportunity set through robust credit underwriting and risk management.
AUM
$ 11.94 billion as of March 31, 2023
Inception Date
2001
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
- Well-established risk management culture has contributed to our track record of delivering strong, risk-adjusted returns across a variety of market conditions
- 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
Portfolio Managers
Stephen Ehrenberg
CFA, Managing Director
Charles Sanford
Head of Investment Grade Credit
