Philosophy & Process

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Investment Philosophy

Our Belief

  • We believe that active sector rotation and superior security selection, combined with disciplined risk management, are the most effective means of achieving excess returns in the fixed income market.

Our Strategy

  • Value-driven, research-intensive, opportunistic
  • Employ active management by overweighting and underweighting of sectors relative to benchmark to add value
  • Focus beyond core sectors to add value
  • Tightly control portfolio risk

Our Goal

  • Consistent excess returns

Investment Process

Step 1 - Sector Analysis and Allocation

Employ active management, overweighting, and underweighting of sectors relative to benchmark to add value.



Newfleet Investment Process - Sector Analysis

Step 2 - Security Selection

Newfleet Investment Process - Security Selection

Investment opportunities are carefully screened using fundamental, quantitative and qualitative credit analysis

Newfleet Investment Process - Security Selection


Step 3 - Portfolio Management

Newfleet Investment Process - PORTFOLIO MANAGEMENT