Our Investment Process
We believe that long-term risk-adjusted performance is best achieved by combining seasoned judgment with a well-defined and disciplined investment process.
Our investment team has extensive experience, in particular in convertible securities, which form the core of our investment approach. The process the team follows is one that they themselves have developed and refined over many years through many different market conditions.
We do our own research and analysis, in addition to reviewing many different third-party informational resources. And we maintain discipline on both the buy side and the sell side, constantly monitoring macro factors (such as market trends, interest rate forecasts and economic conditions) while also directly monitoring the business and financial health of securities issuers.
We are high-conviction investors. While diversified, our portfolios tend to include a limited selection of those securities that we believe represent the very best of what we have uncovered in our analysis.