Investment approach

Our investment process is rooted in fundamental credit analysis and is used to identify, evaluate and price risk across sectors and capital structures. A core element of our fundamental research and pricing process is an assessment of an issuer’s ability to mitigate environmental and social risks and to make that mitigation central to a winning strategy.

Strategy profile

We seek out issuers with durable business models with sustainable advantages that we believe will drive outperformance in the long run. We believe labeled bonds and corporates with strong sustainability profiles offer additional impact benefits without sacrificing quality or total return.

Our strategy is based on a collaborative, team-oriented investment process, where major portfolio decisions require a consensus of all fixed income team members. This ensures that new ideas are fully vetted and carefully considered from many viewpoints.

Objective: High income, preservation of principal

Typical Duration Range: 2.0-3.0 years

Typical Credit Quality: Investment grade

Vehicle: Separately Managed Account



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