Investment Objective
The investment team’s objective is to achieve high absolute returns by exploiting periods of market mispricing caused by operational and capital structure changes in corporates. The team uses a probability and scenario driven approach to evaluate opportunities and assess risk. Credit selection and position sizing are based on in-depth analysis and due diligence of a select group of corporates that the team typically tracks over a multi-year period.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.9 | 0.7 | 0.3 | 0.2 | 0.7 | 0.3 | 0.5 | 0.6 | 0.9 | 1.0 | 0.3 | 0.6 | 0.1 | |
2022 | 1.0 | 0.1 | 0.6 | 0.9 | 0.3 | 0.5 | 0.4 | 0.4 | 0.7 | 0.4 | 0.5 | 1.0 | 0.2 |