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Traditional Strategies


Convertible Securities

  • Capitalize on the structural advantages of the convertible asset class to generate asymmetric, equity-like returns with lower volatility over the long-term
  • 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

ICE BofA U.S. Convertible Index

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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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