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

Competitive advantages

Clock

Investment horizon

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

Adjust

Multiple levers

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

Trade

Unbiased approach

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

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 12/31/2023)
1M
3M
YTD
1Y
3Y
Inception
Fund
2.48
6.00
14.82
14.82
-0.73
1.75
Benchmark
1.57
5.60
6.92
6.92
-2.45
-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 Add Minus

Calendar year

2023
2022
2021
2020
Fund
14.82
-11.25
-4.00
7.98
Benchmark
6.92
-6.06
-7.58
4.94

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.

Contact Us

We look forward to helping you with your investment needs