Climate Transition Global Buy and Maintain Strategy
The strategy aims to capture climate transition opportunities across sectors, generating regular income to meet investors’ needs through a buy and maintain management style. While focusing on low turnover, capital preservation and limiting credit migration this strategy aims to decarbonize by 2050.
Competitive advantages
Yield-enhanced total return solutions
Consistent and competitive long-term performance, on both an absolute and risk-adjusted basis.
Benchmark-aware vs. Benchmark-centric
Absolute return orientation and flexibility to focus on less efficient sectors within the market.
Client partnership model
An extension of each client’s team—a tailored portfolio, not a “product.”
Optimal team structure
The team is functionally organized to extract value from the market.
Competitive income and risk controls
Well-underwritten income seeks to drive competitive total return and information ratios.
Focus on yield advantage and security selection
Documents
| Literature | Date | |
|---|---|---|
| Fact Sheet | 3/31/2024 | Download |
To deliver strong performance for clients, the team maintains an intense focus on finding high-quality, well-underwritten bonds with a competitive income advantage.
