Advent’s Balanced Convertibles Strategies capture the essence of convertible investing by focusing on opportunities in the “balanced” part of the market (convertibles trading within the 50%-85% delta range) where we believe we can capture the upside potential of the equity market with only a portion of the risk. As securities move out of this balanced “sweet spot” of the market, we scale back the investment to help position the portfolios for positive asymmetric returns.
Balanced Convertible Strategy
The Balanced Convertible Strategy seeks a high total return by investing in a portfolio of USD denominated convertible securities that provide equity-like returns, while seeking to limit downside risk. Balanced Convertible portfolios can be customized for investors with more stringent credit quality restrictions or risk-asset limits as needed.
Global Balanced Convertible Strategy
The Global Balanced Convertible Strategy seeks attractive returns through a portfolio of global convertible securities with attractive risk/reward profiles offering equity-like returns, while limiting downside risk.
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