Fixed income

European Loans Buy-and-Maintain

The strategy aims to generate a target return in the context of client-specified investment constraints by employing bottom-up sector and security selection as well as a credit committee approach.

Products offered
  • Separate Account
    • European Loans Buy-and-Maintain

Competitive advantages

Investment horizon

The team uses a six-month investment horizon to anticipate market inflection points.

Multiple levers

The team strategically allocates, by objective, to a variety of alpha sources through security selection, sector allocation, and duration and curve positioning.

Unbiased approach

The team seeks diversified and unbiased sources of alpha in an effort to generate compelling returns over a market cycle.

Investment approach

A consistent approach for thriving in inconsistent fixed income markets

Dedicated sector specialists

The team utilizes a specialist model in which each of the portfolio managers offers significant expertise in a given sector of the global fixed income markets. The team is able to source opportunities and navigate risks by leveraging the best ideas of the diverse team.

Primary research

The team believes primary research conducted by dedicated sector specialists in partnership with our substantial global fixed income research team is the optimal approach to uncover a wide range of investment outcomes.

Relative value focus

The team finds that fixed income markets offer alpha opportunities to active managers that effectively employ a relative value framework to sector, issue selection, duration, and yield curve decisions.

Focused on intentional risk

The team employs robust portfolio construction in combination with comprehensive risk control to take intentional risks and to minimize surprises, which leads to consistent alpha generation over a market cycle.

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Composite performance

Average annual returns

Average annual returns

(as of 3/31/2024)
1M
3M
YTD
1Y
3Y
Inception
Composite (Gross)
0.09
2.42
2.42
10.74
3.53
4.34
Composite (Net)
0.05
2.32
2.32
10.32
3.10
3.90
Benchmark
0.33
0.97
0.97
3.70
1.30
1.07

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
Fund
10.93
-5.43
3.29
2.80
Benchmark
3.30
0.09
-0.56
-0.09

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 employs a sector specialist model whereby tenured investment professionals are supported by rigorous credit research to source opportunities across global fixed income markets.

View Team
Luigi

Luigi Algisi

Portfolio Manager
Jens

Jens Vanbrabant

Portfolio Manager, Head of European High Yield
Contact Us

We look forward to helping you with your investment needs

 

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