The strategy seeks to generate high total return from both current income and capital appreciation by investing primarily in a wide range of U.S. 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 U.S. strategy in 2009.
Portfolio Attributes
Inception Date | 10/1/2015 |
Benchmark | Bloomberg U.S. Aggregate Corporate Index |
Portfolio Managers Industry Start Date
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David Torchia
Managing Director, Senior Portfolio Manager—Multi Asset Credit Strategies, Investment Grade Corporates Sector Manager1984
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Gerald Culmone
Portfolio Manager and Trader, Investment Grade1988