Investment Grade
Stable Value
We offer expertise and investment solutions that span a variety of strategies, investment vehicles and wrap providers.
AUM
$ 8.39 billion as of September 30, 2024
Vehicle Types
Separate Account
Investment Philosophy
A firm-wide commitment to robust fundamental credit across asset classes is paramount. A disciplined, repeatable process focused on specific aspects of risk management has the ability to limit the potential for downside losses.
Our Value Add
- Well-established risk management culture has contributed to our track record of delivering strong, risk-adjusted returns across a variety of market conditions
- Idea generation is fueled by robust fundamental credit analysis, which is delivered by our well-resourced global investment teams with a track record of generating alpha
- Execution strength lies in our flat organizational structure, which facilitates efficient communication of investment ideas, and our cohesive investment process, led by an experienced senior portfolio management team
- Expertise across the fixed income spectrum–from investment grade to high yield to structured products
Portfolio Managers
Yulia Alekseeva, CFA
Head of Consumer ABS & CMBS
Stephen Ehrenberg
CFA, Managing Director
Douglas Trevallion II, CFA
Head of Global Securitized & Liquid Products
Investing Together
In our experience, it's about yours.
Our teams are empowered to share ideas, challenge perspectives, and take decisive action as we collectively pursue the greatest outcome for our clients.
