CREDIT ANALYSIS
Corporate bond management is an integral component of Lorica’s investment process.
We begin with an examination of the corporate bond market through an examination of fundamental, technical and non-systematic factors. We determine the optimal corporate bond exposure in terms of duration, yield curve positioning, and market value. From there we employ a systematic approach looking at both fundamental and quantitative factors to determine desirable industries and issuers. Selection of specific securities requires close examination of bond specific’s including placement on the capital structure, issue size, market support and maturity. Although our overall approach can be thought of as top-down, actual implementation can be seen very much as bottom-up, relating to market opportunity, liquidity and timing.
CREDIT ANALYSIS
Corporate bond management is an integral component of Lorica’s investment process.
We begin with an examination of the corporate bond market through an examination of fundamental, technical and non-systematic factors. We determine the optimal corporate bond exposure in terms of duration, yield curve positioning, and market value. From there we employ a systematic approach looking at both fundamental and quantitative factors to determine desirable industries and issuers. Selection of specific securities requires close examination of bond specific’s including placement on the capital structure, issue size, market support and maturity. Although our overall approach can be thought of as top-down, actual implementation can be seen very much as bottom-up, relating to market opportunity, liquidity and timing.
LORICA
Fixed Income Specialist
Funds, Seg. Acts. and UMA/SMA
100% Employee-Owned
SITE MAP
Who We Are - How We Invest
Our Strategies - Our Platforms
Where to Find Us
LORICA
Fixed Income Specialist
Funds, Seg. Acts. and UMA/SMA
100% Employee-Owned
SITE MAP
Who We Are - How We Invest
Our Strategies - Our Platforms
Where to Find Us