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Institutional Investors

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
Senior Portfolio Manager,
Convertible Strategies
Mitchell Leung, CFA
Mitchell Leung, CFA
Senior Vice President
Associate Portfolio Manager,
Convertible Securities;
Analyst, Convertible Strategies
Michael Chizmar
Michael Chizmar
Vice President
Convertible Strategies

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