KO 대한민국
  • AUM $11.6 billion
    (31 March 2019)
  • 설정일 2001
  • 투자형태
    • 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

  • 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. 

포트폴리오 매니저

 Nathaniel Barker

Nathaniel Barker

 Charles Sanford

Charles Sanford

모든 투자동향 보기
X

베어링자산운용은 당사 웹사이트 사용자들에게 최적화된 웹 경험을 제공하고자 쿠키를 사용합니다.
베어링 웹사이트를 이용함으로써, 당사의 쿠키정책법적 & 개인정보고지사항에 동의하는 것으로 간주합니다.