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Multi-Asset Credit Opportunistic Strategy

An unconstrained and concentrated strategy of high conviction ideas. Portfolios invest in a wide range of fixed income securities including emerging markets debt, investment grade and high yield corporate debt, and derivatives, with an investment objective of achieving a target total return. The strategy is not constrained by or managed to a market benchmark and may be customized based on clients’ investment goals and objectives.

Portfolio Attributes

Inception Date 6/1/2016
Benchmark None

Portfolio Managers Industry Start Date

  • David Torchia
    Managing Director, Senior Portfolio Manager—Multi Asset Credit Strategies, and Investment Grade Corporate Sector Co-Head

    1984

  • David Scott
    Portfolio Manager—Multi-Asset Credit Strategies, Developed Markets Sector Manager

    1983

  • Roger Lavan, CFA
    Portfolio Manager—Multi-Asset Credit Strategies, Securitized Products Sector Manager

    1985

Documents

Important risk considerations

Emerging Markets Investing: Emerging markets securities may be more volatile, or more greatly affected by negative conditions, than those of their counterparts in more established foreign markets.

Credit & Interest: Debt instruments are subject to various risks, including credit and interest rate risk. The issuer of a debt security may fail to make interest and/or principal payments. Values of debt instruments may rise or fall in response to changes in interest rates, and this risk may be enhanced with longer-term maturities.

Investment Risk: Investing is subject to risk, including the risk of possible loss of principal.