Fixed Income Investment Approach

Fixed Income Investment Approach

We are fundamental valuation driven investors.

Our research driven process aims to identify fixed income assets that have deviated from fair value, and then quantify the potential upside relative to the downside.

We seek to generate outperformance by investing across the full spectrum of fixed income strategies, while balancing risk in the portfolio.  This mitigates the impact on the portfolio in the case of an unexpected negative event.

We have the ability to look beyond the traditional fixed income assets and add value through the selective inclusion of inflation-linked bonds, credit bonds, convertible bonds, listed property and offshore assets.

For an in-depth description of our fixed income capability, please request a copy of our Investment Capability Document.