The Investment Process for the Multi-Sector Absolute Return Strategy is driven by the Multi-Sector portfolio management team, led by Jim Keegan, Chief Investment Officer, after reviewing the findings of our Investment Policy Group (IPG). The IPG consists of the sector team leaders in each of the major asset classes. The group's decisions arise from a series of discussions, both formal and informal, between members of the IPG and their respective research professionals. The Multi-Sector Absolute Return Strategy portfolio managers have a formal monthly meeting during which the emphasis among the sectors is determined and the analyses of the IPG are synthesized.
The IPG process consists of:
- Market Review Meeting
- Weekly IPG Meeting
- Credit Team Meetings
- Monthly MSAR Meetings
Multi-Sector Absolute Return Strategy sector allocation ranges can be customized to meet a client's preference.
Fixed income experience and singular focus, discipline, independence and agility position Seix Investment Advisors to capture upside potential while limiting downside risk.
Chief Investment Officer, Chairman, Senior Portfolio Manager
Managing Director, Senior Portfolio Manager
Managing Director, Head of Leveraged Finance, Senior Portfolio Manager
James FitzPatrick, CFA
Managing Director, Portfolio Manager, Head of Leveraged Finance Trading