SphereInvest Global Credit Strategies Fund: an unconstrained and opportunistic fixed income portfolio, targeting mid+ single digit annual coupons
Our Strategy
At SphereInvest, our strategy combines deep credit analysis with a high-conviction, unconstrained approach. We focus on generating consistent income and preserving capital, while dynamically adapting to global market conditions.
Investment approach
Our portfolio managers use SphereInvest’s proprietary screening tools to identify the best opportunities from the entire credit universe, with a particular emphasis on credit fundamentals, momentum, and liquidity.
This creates a focus list of up to 500 names, which are then assessed and ranked according to yield, creditworthiness, and relative value, to identify opportunities offering the most attractive spread per unit of risk.
Finally, we apply our qualitative ‘equity approach’ and macroeconomic context to select approximately 50-60 names for the portfolio, which is subject to continuous and dynamic portfolio and position monitoring.
SphereInvest Global Credit Strategies Fund
A Morningstar 5-Star rated, dynamically traded, unconstrained and opportunistic fixed income fund.
Our objective is to create attractive risk-adjusted returns, while generating income and preserving our clients’ capital.
Separately Managed Accounts (SMAs)
SphereInvest offers tailored investment strategies under Separately Managed Accounts, designed to meet individual investment objectives, risk profiles, and long-term goals.
Ready to take the next step?
Whether you're exploring new investment opportunities or looking to strengthen your portfolio strategy, our team is here to help. Get in touch to find out how SphereInvest can deliver insight, performance, and long-term value tailored to your goals.
Have any Question?
+353 1 578 1991