High Yield

We are among the few managers with a 30+ year track record in high yield. Throughout this time, our focus on diligent and rigorous credit analysis has ensured defaults have remained at a minimum.

We run high yield strategies that offer singular access to specific regions or to global markets. Investing primarily in cash bonds, these strategies aim to increase in value over the long term while minimizing volatility and providing an attractive income.

Our Advantage

  • Clear, Consistent, Risk Managed Investment Approach – consistent philosophy over 30 years of performance
  • Global Investment Reach – portfolio management, credit research and trading teams leverage US, European and Emerging Markets
  • Capital Preservation Mindset – we seek to mitigate volatility and protect capital through default avoidance

 

Capital at risk. The value of investments and the income from them may fall as well as rise and is not guaranteed. Investors may not get back the full amount invested. Past performance is not an indication of current or future performance.

“High yield bridges the gap between higher quality fixed income and equities, offering investors the best of both worlds: the potential for a high income stream and price appreciation”

Kevin Ziets, Portfolio Manager

Photo of Kevin Ziets, Portfolio Manager

Insights

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Jul 20, 2022

Time to Allocate to Credit?

Following a difficult first half for credit markets, we believe it may be worthwhile adding credit to portfolios, especially US high yield credit.

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Jun 22, 2022

Keep Calm and Carry On – 10 Reasons to Stay Invested in High Yield

Despite the heavy price action we have witnessed in the high yield market since the start of the year, we believe high yield investors should hold firm and potentially consider adding to their exposure at what we believe could be an attractive entry point into the asset class.

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Jan 27, 2022

US High Yield – Current Market Considerations

We believe a recent rise in volatility presents an interesting opportunity for investors in US high yield.

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