As a pioneer in the floating-rate loan market, the team is dedicated to loan market investing and has a demonstrable track record since 1989. The Floating-Rate Loan team’s extensive experience across all market cycles has enabled them to fine-tune their approach of conducting robust fundamental credit research and risk-weighted portfolio optimization. The Floating-Rate Loan team’s risk-focused process seeks to maximize the risk-adjusted performance for investors.

Meet The Team


As of 5/31/2022. Team information may change from time to time.

There are important differences in how the strategy is carried out in each of the investment vehicles.

All investing involves risks, including a loss of principal. 

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.


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