Global Multi-Sector

A dynamic global fixed income strategy seeking strong risk-adjusted returns and capital preservation

Overview

ABOUT THIS STRATEGY

We believe a fundamentally driven, corporate and sovereign investment process can generate risk-adjusted outperformance and capital preservation over time. Our comprehensive, bottom-up view complements traditional top-down decision making, seeking to provide a sustainable competitive advantage.

INVESTMENT APPROACH

Dynamic Core Global Bond Holding
The portfolio emphasizes risk-adjusted returns and capital preservation while seeking to identify the best opportunities across fixed income sectors globally.

Integrated Research
Partnership and fluid communication between fixed income and equity analysts promote idea generation. Credit research emphasizes free cash flow generation, quality of management and security valuation.

Sophisticated Risk Management
Our proprietary fixed income portfolio and risk-management system, Quantum Global, is integrated into the investment process at each step. We identify and measure the sources of risk in the portfolio at multiple levels to confirm that the portfolio is positioned as intended.

Featured Insight

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

PORTFOLIO MANAGEMENT

Andrew Mulliner, CFA

Head of Global Aggregate Strategies | Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Nick Maroutsos

Head of Global Bonds | Portfolio Manager

Industry since 1999. Joined Firm in 2015.

Helen Anthony, CFA

Portfolio Manager

Industry since 2010. Joined Firm in 2010.

Chris Diaz, CFA

Portfolio Manager

Industry since 1997. Joined Firm in 2011.

Performance

RETURNS (%) (As of 06/30/2020)
Composite Gross Composite Net Bloomberg Barclays Global Aggregate Bond Index
 
3M YTD 1YR 3YR 5YR Since Inception
(02/28/2014)
Composite Gross 3.99 5.96 7.03 4.58 3.67 3.85
Composite Net 3.88 5.73 6.55 4.12 3.24 3.45
Bloomberg Barclays Global Aggregate Bond Index 3.32 2.98 4.22 3.79 3.56 -
RETURNS (%) (As of 06/30/2020)
Composite Gross Composite Net Bloomberg Barclays Global Aggregate Bond Index
 
3M YTD 1YR 3YR 5YR Since Inception
(02/28/2014)
Composite Gross 3.99 5.96 7.03 4.58 3.67 3.85
Composite Net 3.88 5.73 6.55 4.12 3.24 3.45
Bloomberg Barclays Global Aggregate Bond Index 3.32 2.98 4.22 3.79 3.56 -

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