Convertible bonds offer the potential for equity-like returns but with lower volatility, combined with the security and capital protection characteristics provided by a bond investment. We believe an allocation to convertibles can enhance your portfolio’s risk/reward characteristics. We take a fundamental, benchmark-agnostic approach to managing convertible bonds. Our active management style and rigorous investment process offer investors a lower-volatility strategy with compelling alpha generation potential. Issuers of convertibles range from smaller growth companies to some of the largest, most recognizable companies in the world. Our portfolio comprises a wide spectrum of sectors and credits. We share research and analysis firm-wide, which means our dedicated convertible bonds research team benefits from the firm’s overall expertise.

Connect with our team to learn more

Contact us