Investment Approach

Demonstrated Approach

We utilize a demonstrated and consistent approach to pursue 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