OUR LONG-ONLY ENHANCED FIXED INCOME PLATFORM
Whether you are an institutional investor, a family office or an accredited investor, effective asset management of the fixed income portion of your portfolio often involves tracking a suitable benchmark, with a sound investment framework, and with the right budgeting of risk factors. Building on a 20 year tradition of excellence in fixed-income investment management, our Beta+ platform offers an opportunity to meet these challenges. As a credit specialist, our fund offering is dedicated to replicating standard or bespoke fixed income indices at low cost, using proprietary technology, a distinctive investment approach, and an infrastructure designed to outperform benchmarks.
While preserving a long-only management style, value investing overlay creates synthetic long/short strategies through the weighting of components, whether at the level of candidate bonds or risk buckets.
The added value of BETA+, over traditional benchmarking, comes from a full coverage of both macro and micro factors embedded in the index. This includes both a strong control on interest rate risk and credit exposure, and especially a micro knowledge of the indices constituents including their corporate specificities and bonds mechanics.
To beat the benchmark, our excess returns are generated through a credit-centric relative value investment approach that is not often found in the industry. When entrusting your fixed income exposure to our Beta+ products, you are benefiting from a more diversified asset allocation than with traditional managers.
OUR LONG-ONLY ENHANCED FIXED INCOME PRODUCTS
INCOME+ Canadian Universe
Razorbill Advisors INCOME+ strategy strives to offer a moderate risk portfolio benefiting from added value through a well diversified exposure to high grade and higher yielding credit centric instruments with reduced duration risk.
BOND+ Canadian Universe
Razorbill BOND+ Canadian Universe strategy is an enhanced replication strategy aimed at tracking the traditional Canadian Universe indexes while employing active management and an average asset rotation. Added value generation is concentrated around asset selection, sector allocation and to a lesser extent curve duration deviation.
PREFS+ Canadian Universe
Razorbill Advisors PREFS+ is a long only strategy designed to generate income with a low correlation to traditional fixed income instruments. We use a credit centric approach to make a targeted selection within the asset class.