STRATEGIES

OBJECTIVE

Generate attractive risk-adjusted returns through bottom-up fundamental analysis and actively manage portfolios with an emphasis on capital preservation.

INVESTMENT OPTIONS

SHORT DURATION HIGH YEILD

Flagship short duration high yield strategy.

Invests primarily in short duration high yield corporate bonds and leveraged loans.

Active strategy that seeks to identify market inefficiencies and generate strong risk-adjusted returns.

CUSTOMIZED

Independently tailored strategies.

Flexible mandates based on client guidelines.

Mandates with specialized investment parameters such as, ratings or certain regulatory restrictions.

STRATEGIC

Short duration high yield strategy that utilizes leverage on a security by security basis.

Allows for dynamic portfolio management.

Leverage provides additional buying power in volatile markets.