The Credit Plus Strategy is a fixed income strategy that seeks to generate total return. The strategy’s core asset class is preferred securities, however the strategy will also seek total return opportunities across other asset classes such as investment grade corporates, high-yield corporates, and U.S. treasuries. The portfolio is actively managed, incorporating relative value analysis at both the asset class level and individual security selection across credits, closed- end funds, and ETFs. Tactical hedging during various interest rate and market environments is implemented via asset class, structure, and security allocations. The strategy uses fundamental credit and relative value analysis while focusing on liquid securities with transparent pricing and actively traded capital structures. The strategy is unlevered, highly liquid, and not benchmark dependent.
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