US Credit

The US Credit offering of Tiptree Advisors is a Long-Only strategy focused on US Dollar denominated Investment Grade and High Yield corporate credit, residential and commercial mortgage securities, loans, and private placements. The strategy seeks to invest in securities rated AAA through BB and avoids exposure to low-quality credit having high default and loss-given default risk. The strategy is guided by a fundamental research process that employs both a top-down and bottoms-up collaboration between the research and portfolio management teams.

The strategy seeks to generate returns above that of its benchmarks by targeting issuers across all points of their strategic and business cycles. We seek out assets that have durable intrinsic value and benefit from structural advantages, cyclical tailwinds and/or are undergoing balance sheet transformation. The research team’s wide spectrum of investment experience, including in equity and distressed restructurings, allow for ex-ante identification of challenges and opportunities that may not yet be embedded in the price of their securities.