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Short Duration Convertible Bond

Palisade’s Short Duration Convertible Bond strategy seeks to generate asymmetric returns by investing in short-term domestic convertible bonds. Palisade believes these securities are an under-utilized asset class and that a portfolio composed of short term convertible bonds may offer investors liquid, low beta, low volatility-type exposures. The team seeks to invest in bonds that have a strong likelihood to repay principal at maturity or put date, and strives to build portfolios having attractive upside/downside capture ratios, attractive yields, and strong cash flows.

Investment returns are expected to be driven by the optionality inherent in short-term, out-of-the-money convertibles while the structural benefits of a short duration portfolio priced near par value enhances capital preservation.

At-A-Glance As of December 31, 2020

Average Investment Experience

21

YEARS

Portfolios Initially Consist of

30-50

Short Duration Conv Bonds

Region Focus:

U.S.

 

Investment Style:

Absolute Return

 

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ADDITIONAL INFORMATION ABOUT THIS STRATEGY

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

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