Our Philosophy

Being active managers, we understand the significance of a strongly differentiated market approach in consistently delivering superior results. Our unwavering commitment to index agnosticism and our distinct, high conviction strategy have empowered us to accomplish this feat for a span of more than two decades.

A glimpse at the structure of the SiM High Yield Portfolio

High Conviction

Within the expansive High Yield universe, a subset of around 80-110 issuers is chosen out of the total pool exceeding 1,000.

Index Agnostic

There are times we hold no weight in a particular industry category within the index, but there are also instances where we choose to double our allocation to a specific industry category.

Unique Strategy

Core - Suitable companies with high leverage that offer a justified rate of return.

Out-of-Favor - Capitalizing on market greed and fear.

Small Cap Issuers - Offering an additional 100 basis points of coupon.

Portfolios managed by other High Yield Managers

Closet Indexers

Typically holding positions in all industry sectors represented in the index, with marginal deviations in weights.

Lacking Conviction

Comprising around 250-500 issuers, with an unstated objective of merely tracking index performance.

Simple, Common Sense & Repeatable.