About us
Our Added Value
New Age Fund Manager:
- Independent and privately owned
- Agile in incorporating innovation
- Long history of using AI enabling efficiency of investment research
- Legacy free operating structure allowing team to focus on what we do best – making investment decisions that deliver returns to our investors
Proprietary Investment Process:
- Selection process incorporating thorough fundamental research with integrated AI tools
- Equity-like analysis applied to fixed income, including financial modelling
- Deep understanding of each company’s drivers and potential risks provides ability to manage concentrated portfolios
- Active management driven by macro outlook, credit curve and sector positioning
Transitional Issuers as the future of sustainable investing:
- We see climate change as underlying force behind a new economic megacycle where companies will only succeed by incorporating energy and materials efficiency into their operating model
- Proprietary AI powered Transitional Issuers scorecard that it utilised as part of selection process to identify companies with a clear, consistent and executable strategy towards a sustainability transition
- Transitional Issuers strategy has consistently delivered Alpha and outperformed peers
Consistent Returns:
- Our portfolio selection is centred around a strict and replicable selection process
- Prioritise liquidity/risk/return characteristics at the bond level, while running a rigorous check against proprietary Transitional Issuers Scorecard on the company level
- Our strategy is active and not index constrained
