The strategy offers the potential for attractive total return and income by investing in higher-quality, non-investment grade bank loans. Using extensive credit and company analysis and monitoring, the portfolio managers look for those securities with strong income potential while maintaining an emphasis on managing risk.
Portfolio Attributes
Inception Date | 3/1/2008 |
Benchmark | Credit Suisse Leveraged Loan Index |
Non-U.S. Exposure Maximum | 25% |
Maximum Industry Exposure |
25% |
Maximum Issuer Exposure |
5% |
Portfolio Managers Industry Start Date
-
David L. Albrycht, CFA
President and Chief Investment Officer1985
-
Kyle A. Jennings, CFA
Senior Managing Director and Head of Credit Research1992
-
Francesco Ossino
Senior Managing Director, Senior Portfolio Manager, and Bank Loan Sector Head1996