This report explores the strategic benefits of incorporating unlevered convertible arbitrage into your portfolio as a risk mitigating strategy. It delves into why “higher for longer” is helpful and explores the strategy’s return experience over its 29-year track record.
SSI Principal and Portfolio Manager, Ravi Malik, CFA, discusses the role Convertible bonds play in
SSI portfolio manager, Stephen Wachtel, CFA, examines the current opportunity set within the Convertible bond
1 The yearly awards, presented by Envestnet | PMC and Investment Advisor recognize active managers who have beaten their benchmarks, shown solid performance in general over time and are the best in their respective asset class. Eligibility requires the portfolio manager have $200 million in assets and three years of experience. Additionally, the managers also need to be open to new investment on the Envestnet platform. Award finalists were chosen using Envestnet | PMC’s proprietary, systematic, and multi-factor methodology for evaluating managers, which takes a variety of qualitative and quantitative criteria into consideration, such as investment process and style, performance, firm profile, customer service, and tax efficiency. SSI Investment Management did not pay to participate.
Past performance is not necessarily indicative of future results.
