Investment Approach

Demonstrated Approach

We utilize a demonstrated and consistent approach to identify investments with attractive risk-adjusted returns.

• Fundamental credit analysis is the foundation
• Structural considerations are important and can negate solid fundamentals 
• Relative value analysis and market technicals are the final determining factors when approving an investment 
• Portfolio construction is multi-faceted encompassing CLO profile tests, diversification needs, accretive asset swaps & cash management 
• Ongoing review process seeks relative value opportunities and active credit risk monitoring