Newfleet Asset Management LLC (formerly SCM Advisors LLC), is a collaboration between two fixed income asset managers, one based in San Francisco, CA, the other in Hartford, CT. Under the new umbrella, Newfleet provides comprehensive fixed income solutions to a diverse client base of pensions, corporations, Taft-Hartley, endowments, foundations, individual and retail investors. The combined firm has 27 investment professionals and manages approximately $8.8 billion as of March 2012.

Newfleet's San Francisco, CA Fixed Income group provides innovative investment strategies designed to meet a broad range of investor needs; accommodating benchmark, liability based, and absolute return objectives. The firm employs an extensive array of fixed income instruments, including bonds, senior loans, preferred stock, commercial mortgage backed securities and derivatives. Investment decisions are predicated on rigorous fundamental research and benefit from the diversification advantages of a global perspective. The firm places particular emphasis on corporate and mortgage credit research.

Newfleet's Hartford, CT Fixed Income team leverages the knowledge and skill of a team of investment professionals with expertise in every sector of the bond market, including evolving, specialized, and out-of-favor sectors. The team employs active sector rotation and disciplined risk management to portfolio construction, avoiding interest rate bets and remaining duration neutral to each strategy's stated benchmark.

More Articles ...