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) |
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.