Investment Approach

• Managing Bank Loan securities since 2002
• Invest primarily in BB- and B-rated loans, with the ability to invest in lower-quality loans and high yield bonds when compelling valuation opportunities arise.
• Proprietary and independent fundamental research is key — disciplined and consistently applied investment process with emphasis on industries that enjoy stable cash flow and rational competitive environments.
• Holistic fundamental research – close collaboration between fixed income and equity research analysts provides a complete capital structure perspective and an information advantage
• Disciplined risk management practices employed in conjunction with broad portfolio diversification to manage risk profile.
• Full integration of Enviornmental, Social, and Governance (ESG) factors in the investment process to seek to enhance investment decisions.