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Der Fonds strebt die Erzielung einer beständigen und schwankungsarmen Rendite an. Hierzu wird vorwiegend in Anleihen mit einem S&P Rating von mindestens BBB- oder einem Moodys Rating von mindestens Baa3 investiert. Der Fondsmanager nutzt eine Top-Down orientierte Analyse, um Investmentgelegenheiten zu identifizieren und nicht kompensierte Risiken zu neutralisieren. Um den totalen Ertrag zu optimieren, wird zudem eine Bottom-Up Analyse angewendet. Der Fondsmanager begrenzt Verlustrisiken, indem er das Risiko-Exposure innerhalb des Portfolios und die Korrelation der Portfoliopositionen zueinender genau kennt, die Risikofaktoren diversifiziert, eine Exit-Strategie für jede Position festlegt und den erwarteten Tracking Error rigoros überwacht.
Name | Titel | Seit | Bis |
---|---|---|---|
Mark Kehoe | - | 2022 | Aktuell |
Shu-Yang Tan | Portfolio Manager | 2017 | Aktuell |
Biografie | Shu-Yang Tan, CFA, is a Senior Portfolio Manager on the Global Credit team. He is part of the leadership team responsible for managing corporate credit across the group’s portfolios and is also a member of the Investment Policy and Credit Committees. In addition to managing portfolios, Shu-Yang also leads the ESG (Environmental, Social and Governance) investment efforts within the team and is responsible for its implementation. He is also charged with oversight of the team’s trading function. Prior to joining MacKay Shields, Shu-Yang spent 15 years as an Analyst, Trader, Senior Credit Portfolio Manager and Head of Credit Research with the Corporate Credit and Emerging Market Debt teams at UBS Asset Management. Before UBS, he was a Structured Product analyst with Eaton Vance and a Treasury Analyst at Wells Fargo Bank. Shu-Yang is a CFA charter holder and earned a BSc degree in Computer Science from York University in Toronto, and an MBA from Berkeley Haas at the University of California. | ||
Matt Jacob | - | 2017 | Aktuell |
Biografie | Mr. Jacob is a Managing Director and Senior Portfolio Manager on the Global Credit team and also a member of the Investment Policy Committee. As the Co-Chair of the Credit Committee, Mr. Jacob is responsible for corporate credit investments across all the group’s portfolios as well as dedicated corporate investment grade, high yield and bank loan strategies. He joined the firm as a Portfolio Analyst for the Global Fixed Income team in February 2011. He came to MacKay Shields from KDI Capital Partners where as an Equity Sector Leader for the firm’s fundamental research efforts in the core consumer sector. Prior to KDI, he worked at Buckingham Research Group and Johnson Rice & Company, LLC, where he gained extensive experience in equity sales and research. Mr. Jacob received his MBA with a concentration in Finance from Tulane University, Freeman School of Business in 2006 and a BS in Finance with a specialization in Internal Audit from Louisiana State University in 2001. He has been in the investment research industry since 2002. | ||
Steve Friedman | - | 2017 | Aktuell |
Cameron White | Managing Director | 2017 | Aktuell |
Biografie | Cameron is Head of Fundamental Research supporting the Global Credit and Global Fixed Income teams. He is also a Portfolio Manager and part of the Global Credit leadership responsible for the group’s portfolios across corporate investment grade, high yield and bank loan strategies. Cameron joined MacKay Shields in 2019 as a Senior Credit Analyst on the Global Fixed Income team covering the energy and utilities sectors. Most recently, he was a Senior Credit Analyst at Apex Credit Partners LLC. Earlier in his career, Cameron held credit analyst roles at MetLife Investments and Deutsche Bank Securities. He has a BA in Economics from Colgate University, an MBA from Cornell University and is a CFA charterholder. Cameron has been in the financial services industry since 2004. | ||
Louis N. Cohen | Managing Director | 2011 | 2023 |
Biografie | Louis N. Cohen, CFA, is a Senior Managing Director and Senior Portfolio Manager for the Global Fixed Income Team. Lou joined MacKay Shields in 2004 and is a voting member of the Global Fixed Income Investment Policy Committee. His duties include being the lead portfolio manager for portfolios utilizing asset allocation strategies such as Core/Core Plus. In addition to managing Core Plus portfolios, Lou also manages leveraged loans and oversees all dedicated corporate portfolios. Lou has been with Dan Robert’s team since 1991 when he joined UBS Asset Management as a Core/Core Plus portfolio manager, where he also served as Director of Research and co-chaired the Credit Committee. Lou’s extensive credit experience began at Bankers Trust in 1978 in that firm’s Commercial Banking Department. In 1981, he moved to Kidder Peabody as a fixed income Credit Analyst. Prior to joining Dan at UBS Asset Management, he also served as a fixed income credit manager at several notable Wall Street firms, including Shearson, Drexel Burnham Lambert and Paine Webber. Lou received his BA and MBA from New York University and is a CFA charterholder. He is past President of the Capital Markets Credit Analyst Society and a member of the New York Society of Security Analysts. He has been working in the investment industry since 1978. | ||
Eric Gold | Managing Director, Senior Portfolio Manager | 2017 | 2017 |
Biografie | Eric is the Head of the Global Credit team, Co-Head of the Credit Committee and a member of the Investment Policy Committee. Eric is responsible for leadership and oversight of the team’s strategies, spanning high yield, loans and investment grade credit. Before joining the Global Credit team, Eric served as a Managing Director on the MacKay High Yield team. Over his tenure at MacKay Shields, Eric has been active in credit analysis and portfolio construction, covering a wide array of industry sectors across the credit universe. Prior to joining MacKay Shields in 2010, he was a sell-side Analyst covering the telecommunications, cable and media sectors at Sterne Agee & Leach, Inc. Previously, he was an Analyst at BlackRock and a sell-side Analyst at Grantchester Securities where he was ranked by Institutional Investor as the #1 analyst in the wireless telecommunications sector for 1999, 2000, 2001 and 2002. Eric received a BA from Vassar College and an MBA from New York University. He has been working in the investment industry since 1987. | ||
Gary L. Goodenough | Portfolio Manager | 2010 | 2012 |
Biografie | Gary is a Senior Managing Director and Head of the Fixed Income Division. Gary was previously a Senior Portfolio Manager at Loomis Sayles & Co. for seven years. He was a Managing Director at Bear Stearns and earlier in his career at Salomon Brothers. At Salomon Brothers, Gary was a Managing Director of High Yield Bonds for three years and a Managing Director of Global Bonds for two years. Gary has been in the investment management industry since 1975 and earned a MBA with distinction from The Wharton School, University of Pennsylvania and an AB from Dartmouth College. |
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