Convertible markets are inefficient and opportunities exist for our team to benefit from pricing anomalies. A global focus provides a more robust opportunity set and a clearer picture of the broad convertibles universe.
the investment process incorporates a shorter-dated yield-oriented portfolio, a convertible arbitrage strategy, and active use of macro hedging strategies in order to enhance portfolio construction and reduce volatility.
Shawn Mato and David Clott have been investing together on convertibles strategies for over 15 years. The dedicated Global Convertibles team at Westwood has over 60 years of combined experience.
The fund is sub-investment managed by US-based Westwood Management Corp. The team has over 60 years of combined experience in convertible bonds, options, equity and credit analysis. The team is dedicated to the asset class and has developed expertise within their field.
DAVID B. CLOTT Portfolio Manager
SHAWN J. MATO Portfolio Manager
