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.
We seek companies that maintain sustainable competitive advantages and expect to benefit from emerging cyclical or secular drivers
We identify companies that are undervalued due to temporary or discrete events
Mary F. Kane, CFA Nancy G. Angell, CFA John B. Fox, CFA
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