The Newfleet Approach
We build our portfolios through rigorous core credit analysis and active portfolio management. Our investment professionals screen individual opportunities using a fundamental approach that emphasizes quantitative and qualitative analysis. We seek broad diversification across industries and issuers in an attempt to limit downside risk.
Multi-Sector Investment Process Overview
Newfleet offers a suite of multi-sector strategies that vary by investment objective, exposure to below investment grade and non-U.S. securities, and duration. The strategies are managed by a single team and share a consistent philosophy and a process that is actively managed, relative value driven, research intensive, and opportunistic. A focus beyond core sectors seeks to add value.
Leveraged Finance Investment Process Overview
Newfleet’s leveraged finance strategy focuses on high yield bonds and bank loans. The strategy is rooted in extensive credit and company analysis with an emphasis on loss avoidance and active management, resulting in a broadly diversified portfolio.
Municipal Bonds Investment Process Overview
Newfleet’s municipal bond strategy is a tax-efficient, disciplined, relative value approach based on in-depth credit analysis. The strategy utilizes credit research, yield curve positioning, duration, specific security structure, sector valuations, and geographic prospects to identify the best opportunities within the municipal bond market.