top of page


Security Selection
-
We begin our security selection process with rigorous credit and security structure analysis.
-
Our analysis relies on numerous street and internal proprietary research to develop an in-depth analysis of the security.
-
We then perform an internal credit analysis to determine the security's credit quality and value proposition.
-
Once the credit analysis is complete, recommendations are reviewed by the investment committee and a strategic decision is reached regarding the security's appropriateness for inclusion in the portfolio.
-
If the security is selected for inclusion, it is then screened by the Chief Compliance Officer and operations team to ensure compliance with client guidelines.
bottom of page