Convertible bonds offer the upside potential of equities combined with the benefits of bonds. The market is enjoying rapid growth, and attractive investment prospects abound.
Convertible bonds are a unique asset class – they offer investors the potential for equity-like appreciation while providing downside protection similar to that of a fixed income instrument. Given their asymmetric risk/return profile, convertible bonds tend to perform well in many market scenarios and are a compelling long-term contributor to returns in a multi-asset-class portfolio.
When actively managed, convertible bonds can better position you to reach your investment objectives. Read on to learn about the investment strategies available for convertible bonds.
We are a specialized boutique with a leading position in global convertible bonds and other asymmetric and convex investment strategies1. Investors have been benefiting from our outstanding track record in actively managing global convertibles since 1984. With a range of defensive, balanced, and dynamic global convertible bond strategies on offer, there is a portfolio to suit investors’ diverse needs.
This globally diversified portfolio provides exposure to the highly asymmetric segment of the entire convertible bond universe, with a particular focus on special situations3. The fund invests in convertible bonds with very asymmetric risk/reward profiles, including those issued by young and fast-growing companies.
This fund is an exclusive solution for Swiss pension funds meeting the BVV 25 criteria under the OAKBV6 regime. The globally diversified fund invests in investment-grade convertible bonds. Its sharp focus on issuers with high credit quality reduces price volatility and provides additional support during market downturns.
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