For Institutional Investors in Australia

Global Investment Grade

Seeking investment opportunities across the global investment grade universe.

Overview

ABOUT THIS STRATEGY

The strategy combines top-down asset allocation views with rigorous fundamental credit research driven security selection, generated by our team of experienced credit analysts. With no restrictions over sector or geography, the strategy seeks to capitalise on attractive opportunities and provide diversification clients expect from their global investment grade portfolio across the investment cycle.

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Past Performance is not a guide to future performance. No investment strategy, including a protection strategy, can ensure a profit or eliminate the risk of loss.

WHY US

Our team
Our global team approach is built around genuine collaboration between our credit research analysts and portfolio managers, which results in an active repeatable process that is not reliant on any one individual. We believe our structure and culture further builds a level of trust within the team that enables collaboration, sharing and challenging of ideas and critical thinking.

Disciplined, repeatable process
The team’s top-down market views are combined with security selection based on our credit analysts’ highest-conviction ideas. Our transparent investment process allows the team to dynamically navigate the credit cycle.

Holistic approach to risk
Our people, tools and systems create a 360° view of risk, which enables us to construct diversified portfolios that meet client guidelines and deliver better risk adjusted returns.

Flexible.
Thoughtful.
Connected.

PORTFOLIO MANAGEMENT

James Briggs, ACA, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2005.

Michael Keough

Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Brad Smith

Portfolio Manager

Industry since 2010. Joined Firm in 2010.

Tim Winstone, CFA

Portfolio Manager

Industry since 2003. Joined Firm in 2015.

Documents