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CREDIT STRATEGY

Select Credit Fund

The Select Credit Fund aims to generate equity-like returns through a highly concentrated, credit-centric portfolio. Driven by both credit insight and shareholder engagement, the strategy is opportunistic across asset classes with a primary focus on publicly traded corporate bonds. The portfolio is deliberately focused— with its top three positions often exceeding 50%—to express our highest-conviction ideas, providing co-investment–style exposure within a simple open-ended Limited Partnership.

The Fund’s evergreen structure blends attributes of both closed- and open-end funds, preserving the ability to act swiftly in market dislocations while offering superior liquidity via three- and twelve-month redemption notice windows. 

Learn More About The Select Credit Fund

Key Fund Data
Investors: Available to Accredited Investors
Portfolio Manager: Randy Steuart
Inception Date: April 29, 2020
Geographic Region: North America
Benchmark: iShares U.S. High Yield Bond Index ETF (CAD-Hedged)
Subscriptions: Monthly
Redemptions: Quarterly & 12 Month Notice
Lock-Up: None
# of Ideas 12
Portfolio Yield 3.7%
Duration 1.9 Years

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