Investment approach

The Private Placement strategy is managed as a long-term buy-and-hold strategy, focused on generating incremental spread over comparably rated public bonds. Private Placements offer stable, long-term income while preserving capital and generating attractive risk-adjusted returns. Private Placements complement public investment-grade corporate bond allocations by offering greater diversification, risk-adjusted yield enhancement and downside protection from structural benefits such as covenant protections.

Benchmark

Custom index

Number of investment professionals

7

Average years of experience

15 years

Lead portfolio managers (years of experience)

Yvonne Guajardo (34)