We have long-standing processes for investing in leveraged loans that have served our clients over many business and credit cycles, focusing on:
- A targeted universe
- Company-specific research
- Relative value screen
- Diversification principles
- Structure review
- Analyst recommendations
- Monitoring and oversight
Investment Risk Management
Prudent risk management is crucial to our Leveraged Loan process. We employ a strict portfolio construction methodology, sell discipline and trading strategy to mitigate risk. We actively manage our Leveraged Loan Strategy, tailoring to our clients' objectives.
Fixed income experience and singular focus, discipline, independence and agility position Seix Investment Advisors to capture upside potential while limiting downside risk.
Managing Director, Head of Leveraged Finance, Senior Portfolio Manager
Vince Flanagan, CFA
Portfolio Manager, Senior High Yield Research Analyst - Media, Technology