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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
Mitchell Leung, CFA
Mitchell Leung, CFA
Senior Vice President &
Associate Portfolio Manager
Long Convertible Securities
Ray Lam, CFA
Ray Lam, CFA
Senior Vice President &
Associate Portfolio Manager
Short Duration Convertible Bonds
Michael Chizmar
Michael Chizmar
Vice President, Convertible Securities

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