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Fixed Income & Credit Alternative Strategies

Enhanced Bond

Inception: 2008

The GS+A Enhanced Bond Portfolio seeks to achieve capital appreciation and stable income by investing in a concentrated portfolio of stable, income-generating corporate bonds across a broad universe of companies and credit ratings.

Investments are made primarily in the debt of companies that trade at prices or credit spreads that we believe do not reflect their positive fundamentals, long-term outlook or rating. This strategy aims to produce an attractive return from a highly concentrated portfolio of fixed income credit with some degree of interest rate protection.

Portfolio returns are enhanced through the use of duration, credit mixture, security selection, leverage and interest rate convexity. We position the bonds in the portfolio with a bias toward either credit risk, interest rate risk or both, depending on the prevailing environment.

Shelagh Lemke

Managing Director & Head of Credit Research

David Rosenberg

Chief Economist & Strategist

 

Subscriptions can be purchased for CAD $1,000 per year. All new subscriptions begin with a free one-week trial.

Group subscriptions: Please email us at research@gluskinsheff.com.

Gluskin Sheff Clients: Please contact your Gluskin Sheff representative to arrange for your complimentary subscription.

Gift certificates now available. Email us for more information.

Nearly every business day since 1997, David Rosenberg has been distilling his latest economic insights into an incisive report, which is emailed to readers around the world as Breakfast with Dave. Since he joined Gluskin Sheff in early 2009, Breakfast with Dave’s following has grown significantly.

Subscribe to Gluskin Sheff Research and access all editions of Breakfast with Dave, which includes the daily Main and Summary editions, occasional Special and Free editions, and the Weekly Buffet with Dave; a summary of Dave’s top insights from the week released every Friday.

He has consistently nailed his economic projections
Fortune Magazine

 

Sample reports: