About the Strategy
Amundi US Securitized Credit Opportunities Strategy is an alternative credit strategy that seeks high yield and to outperform the US high yield corporate credit market over a full market cycle. Both high yield (non-benchmarked) and investment grade (benchmarked) versions of the Strategy are available.
Benchmark
None
Inception Date
October 1, 2009
Vehicles
Separate Account
Offshore
Interval Fund
The Strategy is currently focused on capitalizing on inefficiencies within US housing and housing finance, though the opportunity set consists of all securitized credit sectors. It is suitable for investors seeking to outperform the high yield market, but with uncorrelated returns, and with an intermediate to longer-term investment horizon.
Overview
- High-yielding alternative credit strategy
- A complement to, or substitute for, US high yield
- Managed with minimal interest rate risk
- Currently focused on capitalizing on inefficiencies within US housing and housing finance, though the opportunity set consists of all securitized credit sectors
1Diversification does not guarantee a profit or protect against a loss.
Why Amundi US?
A strong fixed income investment culture focused on sound, fundamental research drives the management of the Amundi US Securitized Credit Opportunities Strategy. Key features of the Strategy include:
- Attractive yields and diversification1 versus US high yield
- Managed with minimal interest rate risk
- Focused on security selection and sector rotation as more reliable sources of alpha than taking tactical views on interest rates
- An agile investment manager who can respond quickly to changes in market conditions with tight integration between the research, trading, and portfolio management functions.
Portfolio Management
|
Noah Funderburk, CFA Senior Vice President |
Nicolas Pauwels, CFA Vice President |
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This information is exclusively intended for “Professional” investors within the meaning Directive 2014/65/EU of the European Parliament and the Council of 15 Many 2014 on Markets in Financial Instruments (as amended) (MIFID II). It is not intended for the general public or for non-professional individual investors within the meaning of all local regulations, or for “US Persons”, as defined in the Securities and Exchange Commission’s “Regulation S” under the 1933 U.S. Securities Act. This non-contractual information does not under any circumstances constitute an offer to buy, a solicitation to sell, or advice to invest in financial instruments of Amundi or one of its affiliates (“Amundi”). Investing involves risks. The performance of the strategies is not guaranteed. Past performance does not predict future results. Investors may lose all or part of the capital originally invested. There is no guarantee that ESG considerations will enhance a strategy’s performance. The decision of investors to invest in the promoted strategies should take into account all characteristics of objectives of the strategies. All investors should seek professional advice prior to any investment decision, in order to determine the risks associated with the investment and its suitability. Amundi assumes no liability, either direct or indirect, resulting from the use of any of the information contained in this document, and shall not under any circumstances be held liable for any decisions taken on the basis of this information. This information may not be copied, reproduced, modified, translated or distributed, without the prior written approval of Amundi. This information is provided to you based on sources that Amundi considers to be reliable at the date of publication, and it may be modified at any time without prior notice.