KO 대한민국

Global Investment Grade Strategy

  • AUM $25 million
    (31 December 2018)
  • 설정일 2018
  • 비교지수 3-Month LIBOR +250 bps
  • 투자형태
    • Separate Account
    • UCITS
 

Investment Philosophy        

We believe that risk-adjusted returns should be consistent over time and not cycle-dependent. We further believe that such returns can be achieved by constructing portfolios using a disciplined investment process centered on risk management.

Our team’s investment approach is guided by the following key portfolio tenets:

  • A commitment to adding alpha via Barings’ fundamental, bottom-up credit research capabilities
  • A team-based approach utilizing a multi-dimensional, repeatable portfolio construction and risk management framework        

Our Value Add           

  • We have a highly experienced, collaborative investment culture utilizing a team-based approach led by a senior portfolio management team.
  • Our actively managed, investment grade multi-asset strategy invests primarily in a diversified portfolio of global investment grade fixed income assets, including: global corporate credit, securitized products, structured credit CLOs and emerging markets debt, with opportunistic allocations to high yield debt.
  • Barings’ global footprint provides an advantage as we seek the best relative value opportunities across geographies, with investment professionals located in the U.S., Europe, the U.K. and Asia.
  • Integrated risk management is an important component of our value add. Since 2001, we have followed a risk management process that utilizes both qualitative and quantitative measurements to construct and review portfolios from a risk and volatility perspective.

포트폴리오 매니저

 Kathleen Kraez

Kathleen Kraez

 Charles Sanford

Charles Sanford

 Douglas Trevallion II, CFA

Douglas Trevallion II, CFA

 Kristine Li

Kristine Li

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