The fund aims to generate long-term capital appreciation
investing in a global portfolio composed principally of convertible bonds
We invest in convertible bonds because of their asymmetric returns and decades long risk/return advantages compare to bonds and equities.
Focused on global convertible bond picking with a portfolio of around 50 companies.
Entrepreneurial long term investment approach
focus on world class leaders and managers,
iconic companies, M&A targets, special situation, recovery
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