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
$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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