- AUM $20 million
(31 March 2018)
- Inception Date 2000
- Vehicles Available
- Separate Account
Our philosophy is founded on the belief that macroeconomic factors are important drivers of fixed income market movements, and that the use of scenarios allows us to capture risk premia and generate excess returns in a disciplined fashion.
Our Value Add
- Experienced team: Focused on medium-term trends rather than short-term volatility
- Multi-scenario investment process: Fundamental research to identify possible scenarios to avoid the risks inherent in single point forecasting
- Multiple sources of alpha generation: Building robust portfolios with the potential to deliver more consistent alpha over time
IG Credit: Can the Rally Last?
BBB-rated credits led the first quarter recovery despite early signs of deterioration among fundamentals. With spreads significantly tighter this year, short duration credits may pose an attractive investment option.View
The Changing Face of Investment Grade Credit
In a recent interview, David Nagle, CFA, portfolio manager in the Investment Grade Fixed Income Group, discussed the investment grade credit market, including some of the issues garnering headlines recently and how the market has evolved through the years.View