An investment manager founded in 2009, specialising in global fixed income.
Through our proprietary credit strategy, our goal is to deliver dependably robust returns for our clients.
Investment Philosophy
Our dynamic, unconstrained & opportunistic, long-only fixed income fund invests in a globally diversified, high-conviction portfolio of hard currency corporate bonds and, at times, short-duration US Treasuries.
Our proprietary investment process combines quantitative rank-factor screening to highlight relative value, thorough, bottom-up fundamental analysis of individual credits, with a qualitative “equity approach” incorporating macroeconomic context for individual risk assessment and market timing.
We invest using three tools: fundamentals for credit selection; macroeconomics for market timing; and liquidity management, through cash and risk-free equivalents, for capital preservation, retaining flexibility to harness inefficiencies and the risk-reduction option, though increased cash/US treasuries, reducing market beta in negative financial environments.
We lever decades of experience, to generate consistently greater return per unit of risk vs other asset classes. We possess analytical, trading and portfolio management experience in global credit, through numerous investment cycles, including dedicated expertise across the Americas, Asia, and EMEA.
Proprietary portfolio selection, utilising quantitative rank-factor screening to highlight relative value thorough bottom-up fundamental analysis of individual credits, combined with qualitative “equity approach” incorporating macroeconomic context for individual risk assessment and market timing.
Our disciplined approach to global fixed income investing, coupled with strong risk management, continues to deliver superior low volatility returns to our investors – as has been the case for the past 13 years.
Proprietary process, incorporating quantitative rank factor screening, bottom-up fundamental analysis and qualitative “equity approach” consideration.
At SphereInvest, our strength lies in the expertise of our team, the global scale of our insight, and a client-first philosophy.
Privately Owned
SphereInvest is a privately owned investment management company where the principals are co-invested, ensuring direct alignment with client interests.
Experienced Team
Our experienced investment team has a strong track record across global fixed income, delivering consistent, risk adjusted returns though various market cycles.
Industry Insights
Global investment reach with a presence in key financial centres, Spherelnvest leverages global insight to uncover high-value investment opportunities across diverse markets.
Client Solutions
We offer a strictly controlled UCITS fund, along with tailored investment strategies designed to meet individual objectives, risk profiles, and long-term goals.
Financial Services
Empowering Financial Growth & Stability The financial services industry is the backbone of global economies, requiring precision, risk management, and strategic planning to thrive in a dynamic market. At FinWice, we provide expert financial consulting to banks, investment firms. Our Expertise Financial Services With deep industry expertise, FinWice empowers financial
Strategic Planning
Secure your retirement with our personalized planning service. We create strategies for steady income, inflation protection, and optimized growth. Enjoy financial confidence and be prepared for future needs. Reliable Retirement Income Future Security and Peace of Mind Asset Protection for Long-Term Stability Reliable Income for Retirement Personalized Approach to Retirement
Change Management
The purpose of change management is to implement strategies for effecting and controlling change and helping people to adapt to change. Scope Schedule Costs Quality Human resources Communications Risk Procurement Change management for project management Change management plays an important role in project management because each change request must be
Market Research
Our deep industry knowledge allows us to provide specialized insights and customized strategies that fit your specific business needs. consumers' needs. There are two major types of market research: primary research, which is sub-divided into quantitative and qualitative research, and secondary research Market research information is interpreted in the form
Pathway to Success
Follow our proven steps to achieve your goals and drive your business to success.
Discovery & Analysis
We assess your business and industry to identify challenges and opportunities.
Strategic Planning
We create a tailored strategy with actionable steps and clear objectives.
Execution & Monitoring
We implement the plan, track progress, and adjust as needed to achieve your goals.
How We Work
At the heart of our investment process is our qualitative 'equity approach'. We use our proprietary screening and fundamental analysis to narrow a global credit universe of thousands of issuers, ultimately down to a targeted portfolio of 50 - 60 names.
- High-Conviction Portfolio Construction
- Proprietary Research & Screening
- Risk-Aware, Unconstrained Strategy
Recognised. Regulated. Widely Accessible.
SphereInvest Global Credit Strategies is regulated by the Central Bank of Ireland. SphereInvest is listed on numerous major platforms including Morningstar, Bloomberg, Citywire and many others, offering investors transparency and ease of access.
Proven Results You Can See
See the impact of our solutions through clear, measurable results.
With FinWice support and strategy, we achieved 25% sales growth and streamlined processes. Their adaptive approach ensured we met our goals efficiently.
FinWice provided innovative solutions and a clear strategy that increased our market share by 20%. Their expertise and professionalism led to exceptional results.
Partnering with FinWice boosted our profitability by 30%, transforming operations with clear, measurable improvements in efficiency and revenue.
Get in Touch with Us
Reach out today to discuss how we can support your business goals. Our team is ready to provide answers, offer solutions, and start your journey toward success.
- 24/7 Expert Support
- Free Consultation Before You Commit
- Business-Focused Guidance
- Trusted and Qualified Advisors
1-555-678-8888
1-333-123-6666
Mon-Sat:8:00am – 18:00pm
Sun: Closed