Investment strategies
Strategies built on conviction.
Active, conviction-driven investing across growth equity and credit — delivered by autonomous teams with deep, specialized expertise.
Small Growth
Small-cap growth companies with strong fundamentals identified through the multi-perspective framework.
Small-Mid Growth
SMID-cap growth companies identified through five distinct analytical perspectives.
Ultra-Small Growth
Ultra-small cap growth opportunities across the 5Perspectives analytical framework.
Large Growth
Large-cap growth equity applying the 5Perspectives framework to high-quality companies at scale.
Growth Opportunities
All-cap growth equity across the capitalization spectrum, powered by the multi-perspective framework.
U.S. Opportunistic High Yield
Conviction-driven approach designed to exploit structural inefficiencies in the high yield market by identifying mispriced credits that offer compelling yields with an embedded margin of safety.
U.S. High Yield
Diversified U.S. high-yield bond strategy focused on capital preservation and current income.
Bank Loan
Senior secured floating-rate loan strategy with a focus on downside protection and current income.
U.S. High Yield BB-B
BB-B rated U.S. high yield strategy seeking income and capital appreciation through disciplined credit selection.
European High Yield
Seeks to outperform a broad-based European high yield index by identifying mispriced and misrated securities and converting a consistent yield advantage into excess returns.
Global High Yield
Seeks to outperform a broad-based global high yield index by identifying mispriced and misrated securities and converting a consistent yield advantage into excess returns.
Credit Opportunities
Targets fixed income opportunities across an issuer's capital structure, seeking equity-like returns by investing in lower-rated bank loans, high yield securities, private debt, and distressed obligations.
Collateralized Loan Obligations
Structured credit strategy emphasizing risk mitigation, active par building, and volatility minimization to deliver value across CLO equity and debt tranches.