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Structured Credit

Our Structured Credit Value Strategy provides investors exposure to the structured credit markets through an active value investment process.

Objective

Aims to provide a high level of income and capital appreciation and seeks low volatility and sensitivity to changes in credit spreads and interest rates through a securitized product portfolio.

Why This Strategy?

Team

Jay Menozzi and Boris Peresechensky, who have a combined 50+ years’ experience investing in the securitized fixed income markets, have been working together since 2005.

Philosophy

Our bottom-up intrinsic value investing approach, characterized by higher yield, low volatility, and consistent returns, is designed to take advantage of opportunities across the inefficient securitized fixed income universe.

Process

Leveraging the team’s deep expertise, we source and execute across sectors, utilizing our two-step intrinsic valuation process to uncover bonds with latent value that can accrue to the portfolio over time, regardless of market environment.

Strategy Facts

August 21, 2018
Easterly Orange Investment Advisors
Multi-Sector Bond
Bloomberg US Aggregate Bond Index
Fixed Income
Mutual Fund, Separate Account

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Portfolio Managers

Jay Menozzi headshot

Jay Menozzi, CFA

Boris Peresechensky headshot

Boris Peresechensky, CFA

Latest Structured Credit Perspectives

Q2 2022 Structured Credit Commentary

For the quarter, Structured Credit Value posted a gross return of -2.21% versus the Barclays Aggregate Index return of -4.69%. The second quarter completes one of the worst performing first halves in the history of US bond markets. Structured Credit Value’s significantly lower duration and higher yield, relative to the Barclays Aggregate, accounted for most of the outperformance.

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