Convertible Securities: The Asset Class
Thursday, May 30, 2024

What are Convertible Securities?
Convertibles are hybrid corporate securities that embody the characteristics of both bonds and equities since they can be converted into shares of the issuer’s common stock. Convertible securities provide an opportunity for investors to participate in the upside of equity markets while also offering potential downside protection. As investors navigate volatile markets, convertibles may help mitigate risks stemming from the uncertain path of interest rates and/or overly bullish equity prices.

Dennison T. Veru
Senior Partner,
Chief Investment Officer

William W. Lee
Partner,
Senior Portfolio Manager, Convertible Strategies

Amrita Thapa, CFA
Managing Director,
Risk Management & Client Solutions

Allison J. Chase, CIPM
Senior Vice President,
Institutional Client Service & Marketing Analytics

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

Michael Chizmar
Vice President,
Convertible Strategies

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