Specialized Fixed Income – Canadian Universe Bond Strategy

Investment approach

Credit strategy investing in the full spectrum of the Canadian investment grade corporate universe. The strategy is focused on maximizing total return, generating yield greater than the overall Canadian bond market, and on capital preservation, through its investment in investment grade corporate bonds. We believe that investment grade corporate bonds provide higher value-added returns than government bonds, through active management and diversification opportunities. Our selection of corporate bonds is underpinned by proprietary bottom-up research, which enables us to mitigate credit risk. Our prudent, disciplined and repeatable process results in a low-volatility portfolio designed to provide consistent risk-adjusted returns over the long term.

Key Characteristics

  • Investment team with extensive experience in the full breath of the Canadian investment grade market
  • Focused corporate bond portfolio
  • Low-volatility strategy is designed to provide consistent risk-adjusted returns over the long term.
  • Long strategy track record with attractive absolute and relative perfomance