Securitized Credit
Seeks to maximize total return by investing in a diversified portfolio of securities backed by pools of residential and/or commercial mortgages and other assets
OUR APPROACH
Investment opportunities in the mortgage market exist because various market participants have very different and, at times, opposing, objectives and goals. We believe that these can be opportunistically exploited in any market environment by an investment strategy that focuses on relative value.
Our investment process melds bottom-up insights with top-down macroeconomic context, drawing on our team's experience and strong research focused on housing and refinancing trends.