Investment Management

Senior Loans

Repeatable alpha driven by bottom-up fundamental research

Introduction to Senior Loans

Senior Loan Capabilities

Contact Us

Brian Baskir, FIA Brian Baskir, FIA Managing Director and Head of Global Consultant Relations (212) 309-6481
Eileen Madden, CFA Eileen Madden, CFA Senior Vice President and Head of Client Service and Relationship Management (860) 275-4640
Ken Sarafa Ken Sarafa Senior Vice President, Head of U.S. Institutional Client Advisory (248) 554-4802
John Simone, CFA John Simone, CFA Managing Director, Head of Insurance Solutions (212) 309-8413

Investment Strategies

The Senior Loan team targets superior long-term risk-adjusted returns, rather than the highest nominal returns at the expense of greatly increased credit risk.

Senior Loans
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Process

  • Focus on fundamental credit analysis, relative value assessment and high levels of diversification
  • Targets the top-tier of the non-investment grade senior loan category
  • Utilizes top-down analysis to target industries with strong operating momentum or improving credit conditions

People

  • One of the pioneering senior loan teams with over 40 dedicated members including 20+ investment professionals
  • Dedicated support team includes trading, operations, compliance, analytics and legal
  • Remarkable stability in personnel has produced exceptionally dependable performance

Results

  • Proven ability to capture the capital structure and interest rate risk advantages of floating rate loans
  • Strong long-term risk-adjusted returns with well-controlled credit risk
  • Emphasis on loss mitigation and capital preservation has outperformed the benchmark for more than 11 years
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