Strategies
Understanding Our Approach to Fixed Income
Fixed income is often viewed simply as a defensive or yield-oriented asset class. We view it more broadly as a flexible tool for managing income, risk, and portfolio stability.
Our approach to fixed income is active, risk-aware, and designed to complement equity exposure.
Investment Strategies
ACTIVE FIXED INCOME
Seeking to generate long-term value for investors, through an income-generating portfolio of securities providing high recurring returns.
These include Preferred Securities issued by Large Corporations, Subordinated Debt, Hybrid Securities, Contingent Convertible Bonds, Dividend Earning Equity and Real Estate Income generating investment vehicles.
GLOBAL MACRO
Seeking to identify investment opportunities across global markets by analyzing macroeconomic trends, monetary policies, and geopolitical developments.
The strategy takes a top-down approach, allocating capital across equities, fixed income, commodities, and currencies to capture opportunities created by shifting economic cycles and market dislocations.
REAL ESTATE LENDING
Seeking the opportunity to originate loans and invest in debt securities, in first lien mainly, collateralized by high quality properties.
This strategy focuses on situation-specific lending mainly for residential real estate projects that require short-maturity loans across United States.
What Defines Our Approach
Transatlantic DNA
Highlighting the managers’ experience in both US and European markets.
Prudent and Nimble
Focusing on “Fortune 1000” companies to ensure credit quality while seeking higher yields in the capital structure.
Investment Process
360° Risk Management (Fundamental, Technical, and Relative Value analysis).
Investment Universe
ASG Capital focuses on subordinated and hybrid debt — a disciplined sweet spot between senior bonds and equity — targeting higher income with managed risk across financials, corporates.
Where We Invest in the Capital Structure
Where We Invest by Sector
Where ASG Capital fits in a Portfolio
- Focus on assets capable of delivering returns under all-weather environments, especially in environments where traditional yields are volatile / compressed.
- Risk-management tool, helping to reduce overall portfolio drawdowns
- Diversifier, particularly when equity valuations are elevated or uncertainty is high.