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Global Opportunistic Total Return

Global Opportunistic Total Return

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Team Introduction

Global Fixed Income Introduction Video

Strategy Introduction

Global Opportunistic Total Return Introduction Video Video

Key Stats

Strategy Profile
Inception Date
April 1, 2013
Strategy AUM ($M)
$ 114.0
Avg. Quality1
AA-
Current Yield (%)
3.76

Strategy Overview

The Global Opportunistic Total Return strategy seeks to generate income and capital gains, independent of market cycles, by employing both long and short exposures to interest rates, currencies, and credit markets. Through a top-down, value-based, and benchmark-agnostic approach, the strategy primarily focuses on global sovereign debt with the goal of unlocking the potential benefits of mean-reversion tendencies in interest rates and currency valuations. For over two decades, the Global Fixed Income team has achieved its risk-adjusted returns against global bond benchmarks by implementing a process of country rotation through the broad global fixed income universe. The Global Opportunistic Total Return strategy allows the investment team moderate discretion and flexibility to generate alpha by taking long or short exposures in both investment-grade and non-investment-grade credit and sovereign debt.