Investment strategies · Short Duration High Yield
Higher-yielding corporate exposure with deliberate attention to risk.
This strategy may serve investors willing to accept below-investment-grade credit exposure within an agreed allocation.
Who it best serves
Investors able to accept below-investment-grade credit risk who want a defined, higher-yielding credit allocation within an agreed portfolio.
How we manage it
We evaluate issuers, security terms, pricing, and maturity structure, then build and monitor holdings within portfolio constraints.
What can be tailored
Allocation size, liquidity needs, maturity parameters, and concentration limits.
Key risks
Elevated default and credit-spread risk. Shorter maturities do not remove default or market risk, and short duration does not eliminate loss or liquidity risk.
A conversation is the first step
Discuss this strategy’s role in your portfolio.
Tell us about your purpose for this allocation and the requirements it must meet.