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Short Duration Convertible Bond

Objective
  • Seeks to generate asymmetric returns by investing in short-term domestic convertible bonds
Philosophy
  • Leverage an under-utilized asset class: A portfolio composed of short-term convertible bonds may offer investors liquid, lower beta, lower volatility-type exposures
  • Risk/reward: Invest in bonds that we believe have a strong likelihood to repay principal at maturity or put date, and strive to build portfolios having attractive upside/downside capture ratios, attractive yields, and strong cash flows
  • Preserve capital: 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 enhance capital preservation
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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

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