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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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ADDITIONAL INFORMATION ABOUT THIS STRATEGY

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

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