While most asset classes had significant moves down in 2022 and violent moves up in 2023, private debt was largely uncorrelated to the broad market.
Including private debt into a core fixed-income asset allocation is looking less like an option and more like a necessity.
Utilizing Our RiskFirst® process, we incorporated private debt into our clients’ portfolios with the goal of helping them stay within their risk budgets.
- We believe the preservation of capital is key to consistent, long-term investment success.
- Our investment approach is grounded in economic theory and backed by quantitative analysis.
- Managing drawdown risk is a pillar from which we build our portfolios.
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