EN Other
  • AUM $5.9 billion
    (September 30, 2018)
  • Inception Date 2011
  • Benchmark Barclays Government Credit 1-5 Year Index
  • Vehicles Available
    • Separate Account
 

Investment Philosophy

A firm-wide commitment to robust fundamental credit across asset classes is paramount. A disciplined, repeatable process focused on specific aspects of risk management has the ability to limit the potential for downside losses.

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.
  • Idea Generation: Fueled by our firm-wide commitment to robust fundamental credit analysis across asset classes, which is delivered by our well-resourced global investment teams with a track record of generating alpha.
  • Execution: Our execution strength lies in our flat organizational structure, which facilitates efficient communication of investment ideas, and our cohesive investment process. The size of the team permits a robust, bottom-up approach that generates a rich source of investment ideas across the entire ratings spectrum and credit curve.

Portfolio Managers

 David Nagle, CFA

David Nagle, CFA

 Charles Sanford

Charles Sanford

 Douglas Trevallion II, CFA

Douglas Trevallion II, CFA