Convertible Bond Strategies.

We leverage our robust, bottom-up security selection skills to uncover investment opportunities across the US convertible bond market.

Strategy Overview.

Inception Date:

March 31, 1993

Assets:

$366.7 million

Sample Benchmarks:

ICE BofA Inv Grade Convert Bond Index

Available Vehicles:

Separately Managed Account

Strategy Highlights.

Invest across convertible bond sectors.
Focus on bond-like convertibles with low deltas.
Hold meaningful position sizes.
Actively manage liquidity and credit risks.
Maintain duration-neutral posture relative to the index.

Contact our Client Team for more information.

Data provided as of January 2, 2024

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