Investment-Grade Corporates

Investment approach

The Investment-Grade Corporate Bond strategy employs a proprietary, research-driven, value-oriented, bottom-up, risk-centric approach within the global (primarily) investment-grade corporate universe. The proactive and forward-looking strategy seeks to deliver a consistent client-defined income source within a capital preservation framework. “Risk Management Before Asset Management” is our portfolio optimization philosophy that guides a deep appreciation of a client’s need for consistency and predictability.

Benchmark

Bloomberg US Corporate Index / Customized

Number of investment professionals

16

Average years of experience

17 years

Lead portfolio managers (years of experience)

Evan Moskovit (28)

Contact Us

To learn more about SIM and get connected with an investment professional, contact:

John Flynn, CFA
Senior Managing Director
308 Farmington Avenue, Farmington, CT 06032
(845) 667-7173

All data and information is as of 12/31/2024.