The strategy seeks to generate high total return from both current income and capital appreciation by investing primarily in a wide range of globally issued investment grade corporate debt securities. The strategy employs a fundamental and qualitative approach, seeking to add excess return through strategic allocation of sectors and industries, as well as through disciplined credit selection. We have been managing investment grade corporate debt as part of broader mandates since 1993 and launched a standalone global strategy in 2013.
Portfolio Attributes
Inception Date | 7/1/2013 |
Benchmark | Bloomberg Global Aggregate Corporate Bond Index (Hedged into USD) |
Portfolio Managers Industry Start Date
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David Torchia
Managing Director, Senior Portfolio Manager—Multi Asset Credit Strategies, and Investment Grade Corporate Sector Co-Head1984
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Gerald Culmone
Portfolio Manager and Trader, Investment Grade1988