Solutions that Fit Perfectly with Any Investment Portfolio
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.
| 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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