Strategies
Understanding Our Approach to Fixed Income
Fixed Income is often viewed as a defensive or yield-oriented Asset Class. We view it more broadly as a flexible investment tool for managing income, risk, and overall portfolio stability.
Our Fixed Income investment approach is based on Active, Risk-Adjusted Management, designed to provide a steady income stream while also offering the potential for capital appreciation.
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.
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 international investment management experience
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 the ASG Capital Investment Solutions Fit in a Portfolio?
- Focus on assets capable of delivering high returns under all-weather conditions, notably in environments where traditional asset yield returns are volatile or constrained.
- Risk-management tool, designed to help reduce overall portfolio volatility.
- Diversifier, clear income visibility.