Westwood’s Global Convertible Securities Team helps institutional investors achieve their investing goals by offering a disciplined investment process and rigorous risk management. The team believes that:

  • The asymmetric return profile of balanced convertible bonds can provide superior risk-adjusted returns over medium to long-term time horizons
  • The convertible markets are inefficient and opportunities exist to benefit from pricing anomalies
  • A global focus provides a more robust opportunity set and a clearer picture of the broad convertibles universe
  • Proprietary fundamental research is the best way to identify solid companies with an attractive risk-adjusted return profile