We believe that by actively managing adiversified portfolio of short-term, non-investment grade corporate bonds, we can generate higher total return over the long term while assuming manageable levels of 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 that may benefit from emerging cyclical or secular drivers
We seek to identify companies that are undervalued due to temporary or discrete events
Mary F. Kane, CFA Nancy G. Angell, CFA John B. Fox, CFA