Corporate Bond Opportunities

Strategy Summary

  • Style: Corporate Bond
  • Approach: Active; Top-Down/Bottom-Up
  • Style Benchmark: 60% Bloomberg Barclays High Yield Index, 40% Bloomberg Barclays US Credit Index
  • Inception: 10/1/2007
  • Strategy Assets: $196 MM as of 9/30/19

Investment Philosophy

We believe that by actively managing diversified portfolios of high yield and high grade corporate bonds, we can generate high total return over the long term while managing risk. Among high yield bonds, we target those rated BB and B as they offer similar yield advantages relative to bonds with lower credit quality with less risk. We look to invest in companies that we believe offer the best risk-adjusted value.