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Convertible Securities

Objective
  • Capitalize on the structural advantages of the convertible asset class to generate asymmetric, equity-like returns with lower volatility over the long-term
Philosophy 
  • Bottom-up, fundamental research seeks to identify investments with favorable risk/reward characteristics
  • Capitalize on market inefficiencies by investing in high quality companies with mispriced stocks and/or convertible securities
  • Bias towards growth and larger capitalization convertibles which can offer attractive and consistent capital appreciation potential across the business cycle
Benchmark

ICE BofA U.S. Convertible Index

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ADDITIONAL INFORMATION ABOUT THIS STRATEGY

Investment Team
William W. Lee
William W. Lee
Managing Director, Senior Portfolio Manager, Convertible Strategies
Mitchell Leung, CFA
Mitchell Leung, CFA
Associate Portfolio Manager, Convertible Securities;
Senior Vice President, Analyst, Convertible Strategies
Ray Lam, CFA
Ray Lam, CFA
Lead Portfolio Manager,
Short Duration Convertible Bonds;
Senior Vice President, Analyst, Convertible Strategies
Michael Chizmar
Michael Chizmar
Vice President, Convertible Strategies

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