Matt Freund, Co-CIO, Head of Fixed Income Strategies, Senior Co-Portfolio Manager, explains why the team tends to take contrarian positions when building a portfolio.

Michael Grant, SVP, Senior Portfolio Manager, says the team has the flexibility to “to play whatever hand the market deals us.”

Michael Grant, SVP, Senior Portfolio Manager, discusses why the team’s ability to asset allocate equity capital across the entire global equity universe is key in delivering superior returns.

Michael Grant, SVP, Senior Portfolio Manager, says the days of information as an investor’s edge are over. Good decisions, not good information, are what counts now.

Eli Pars, Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Senior Co-PM, says the goal is to buy low and sell high, generate coupon income and trade around the portfolio.

Matt Freund, Co-CIO, Head of Fixed Income Strategies, Senior Co-Portfolio Manager, says investors need to remember these three reasons to own fixed income: the asset needs to be cheap, provide needed income or serve as a hedge against other positions in a portfolio.

Eli Pars, Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Senior Co-PM, discusses the extensive background of our convertible arbitrage strategy.

Eli Pars, Co-CIO, Head of Alternative Strategies and Co-Head of Convertible Strategies, Senior Co-PM, outlines the sources of income from convertible arbitrage, including: coupon income from the convertible bond, short interest credit, capital appreciation from convertibles and rebalancing/trading profits.

Matt Freund, Co-CIO, Head of Fixed Income Strategies, Senior Co-Portfolio Manager, cautions investors not to think about the bond market as one single, monolithic market, but to think about sectors and exposures. The team sees opportunities in select parts of the credit markets, the structured product markets, as well as the international and convertible markets.