We believe that a relative value approach across traditional and alternative markets, combined with always having liquidity at the ready, gives fixed income investors the ability to generate returns through a variety of bond regimes.
Unlike traditional bond funds, the Strategic Income Opportunities strategy can invest flexibly across various fixed income securities, enabling it to take advantage of the best opportunities in the prevailing market environment, wherever they are found.
Our opportunistic approach emphasizes investment management strategies and risk management techniques from both traditional and alternative asset management. Traditional fixed income funds may have high sensitivity to changes in interest rates. The Strategic Income Opportunities strategy seeks to reduce this sensitivity by pursuing a wider range of investment avenues for the generation of returns.
The investment team employs a disciplined investment process to construct and maintain a well-balanced portfolio, drawing on both qualitative and quantitative inputs.
The portfolio is constructed around types of trades: beta, alpha, and hedges:
Tactical sector rotation (directional): Aims to maximize risk-adjusted returns through tactical shifts between fixed income sectors.
Alternative (non-directional): Leverages niche market expertise in alternatives to uncover uncorrelated, low volatility return opportunities.
Hedging : Systematically uses cash and short positions to dampen portfolio volatility and preserve capital.