Fixed income

EUR Investment Grade Credit Strategy

The long-only strategy seeks total return and invests primarily in investment-grade euro-denominated credit debt securities. It aims to outperform the ​​ICE BofA Euro Corporate (USD) Index over the market cycle.

Products offered
  • Separate Account
    • EUR Investment Grade Credit

Competitive advantages

Broad and global opportunity set

Global reach allows the team to exploit inefficiencies and unlock relative-value opportunities.

Security selection

The majority of alpha is generated from bottom-up idiosyncratic risk for credit-focused strategies.

Sustainability

ESG and climate are fully integrated in the investment process supported by the team’s proprietary frameworks.

Customization

The experienced team crafts portfolios that are benchmark-aware but not benchmark-driven, tailored to client requirements.

Investment approach

Global macro opportunities and fundamental security selection

Blending quantitative factors with qualitative oversight

The team exploits global inefficiencies over a broad opportunity set: 40 interest rate environments and 30 currencies across developed and emerging markets.

Disciplined security selection

A deep fundamental understanding of sectors, industries, and corporations allows the team to identify, target, and monetize market opportunities.

Sustainability and climate integration

ESG and climate considerations are fully integrated using the team’s suite of proprietary sustainability frameworks.

Portfolio construction and customization

The team is benchmark-aware but not benchmark-driven. Seasoned portfolio managers tailor portfolios to meet clients’ needs.

1 of 4

Composite performance

Average annual returns

Average annual returns

(as of 3/31/2024)
1M
3M
YTD
1Y
3Y
5Y
Inception
Composite (Gross)
1.38
1.08
1.08
8.35
-1.93
0.23
1.61
Composite (Net)
1.36
1.03
1.03
8.08
-2.24
-0.10
1.27
Benchmark
1.19
0.39
0.39
6.76
-2.38
-0.47
0.82

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Calendar year

Calendar year

2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund
8.50
-14.47
-0.89
3.33
7.09
-2.11
4.47
5.84
0.16
Benchmark
8.01
-13.94
-1.02
2.65
6.25
-1.14
2.42
4.75
0.39

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Our team
Meet the investment team

The team’s global bond strategies target outperformance through interest rate and currency positioning. The credit-focused strategies target outperformance via security selection.

View Team
Henrietta

Henrietta Pacquement

Head of Global Fixed Income, Head of Sustainability
Alex

Alex Temple

Portfolio Manager, Head of Credit
Contact Us

We look forward to helping you with your investment needs

 

More Contact Options