Aristotle Credit Partners
Investment Grade Corporate Bond

Strategy Overview

The Investment Grade Corporate Bond strategy seeks to outperform the total return of the Bloomberg U.S. Corporate Bond Index while actively managing portfolio risk. The strategy seeks to optimize long-term returns with a focus on mitigating market risk through a combination of high current income and capital appreciation.

Investments are focused on the “A” and “BBB” tiers of the investment grade corporate market as we believe these credits generally possess more favorable risk/reward profiles compared to other credits in the sector. We seek credits with strong fundamentals, ample cash flow, solid capital structures and stable or improving financial profiles.

Investment Grade Corporate Bond Overview

Benchmark: Bloomberg U.S. Corporate Bond Index

Cash: Maximum 5%

Minimum Issue Size: $150M Original Issuance

Maximum Issue Holding: 10% of Original Issuance

Maximum Industry Allocation: 35%

Portfolio Minimum Average Quality: BBB

Minimum Security Rating: BBB/BB

Issuer Max: BBB/BB: 15%

Maximum Allocation to Split BBB/BB: 15%

Duration: +/- 25% of Index

High Yield Securities: Up to 15%


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