Strategy
Investment Approach
- Focus primarily on high yield bonds and floating rate bank loans through a concentrated and flexible approach.
- Independent and proprietary credit research drives bottom-up security selection process into a high conviction portfolio.
- Holistic fundamental research is made possible by close collaboration between fixed income and equity analyst to provide a complete capital structure perspective.
- Opportunistically invest in select special credit situations with acute emphasis on downside protection and risk-adjusted returns.
- Strict risk management practices with individual exposures based on conviction levels, available opportunities and upside/downside scenarios.
- Full integration of Environmental, Social, and Governance (ESG) factors in the investment process to seek to enhance investment decisions.
Risks
Typical Investor
An aggressive long-term, risk-tolerant investor seeking a high level of current income and some appreciation potential, and who is willing to accept the portfolio's higher risk characteristics. The portfolio should not represent a significant portion of your assets. Appropriate for both regular and tax-deferred accounts, such as IRAs and Keoghs.