Long / Short

Our Long / Short strategies are focused on either European or US high yield, where we balance strategic, long-term views whilst maintaining tactical flexibility where mis-pricing opportunities arise. These strategies seek to capture upside while maintaining a heightened focus on downside protection via an array of hedging tools.

Our Advantage

  • Long-Term Track Record – a 10-year history of managing credit in absolute return strategies
  • Innovative Investment Style – based on active and flexible risk allocation, investing in liquid cash and derivative instruments
  • Focus on Hedging Downside Risk – our investment style and risk management approach focus on sell discipline and capital preservation, whilst maximizing upside capture

 

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.

Leverage Risk: borrowing increases the volatility of the portfolio and therefore the rise or fall in the value of net assets attributable will be magnified.

 

“We have had success in ensuring upside capture in strong markets while hedging downside risk”

Greg Temo, Portfolio Manager

Photo of Greg Temo, Portfolio Manager

Insights

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Jan 17, 2023

A New Reality

In our somber-minded daily world of earning a living we occasionally wander into a dreamworld of a living earned for us.

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Jan 03, 2023

Muzinich & Co. 2023 Outlook - Income is Back

Given significant moves in 2022, we believe credit markets offer attractive carry, and we expect the excess return outlook to be positive in 2023.

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Mar 14, 2022

Value In Credit?

With the tragedy unfolding in Ukraine and persistent concerns about inflation, fear has now started to replace greed in markets, which may create interesting opportunities for long term investors.  It is very difficult to time markets, but we believe a focus on fundamentals during periods of volatility helps provide a framework for good decision making. 

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