We are committed to serving the institutional marketplace by offering fixed-income investment solutions with client-focused services.
These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles.
With over $40 billion in assets under management as of May 31, 2025, we are dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process.

Our tailored investment strategies incorporate a unified investment philosophy and process across the fixed income risk spectrum.
Experience, Performance and Stability
32
Investment Specialists & Professionals
36
Year Track Record as an Independent Business
$40.2B
Assets Under Management
- $30.0B Insurance
- $2.3B Separately Managed Accounts and Pooled Vehicles
- $7.9B Manager of Managers
As of May 31, 2025
Thought Leadership & Market Insights
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A Packed Holiday-Shortened Week
By Scott Ellis | June 30, 2025
Markets are lifting higher this morning as several positive headlines ended the week and continued over the weekend. In Washington, D.C., Republicans in the Senate are hoping to pass the reconciliation bill as soon as today, and the Pres…
- June 26, 2025 Secured Debt Gains Ground in the High-Yield Landscape
- June 23, 2025 Markets Await Iranian Response
- June 16, 2025 Oil and Rates Higher
- June 12, 2025 U.S. Insurance Increasingly Turns to Whole Loans for Residential Mortgage Credit Exposure
- June 9, 2025 Equity Markets Keep Climbing the Wall of Worry
- June 5, 2025 When the Dollar Shifts from Hedge to Risk
- June 4, 2025 Chief Investment Officer Mark Heppenstall Returns to Fox Business’ “Mornings with Maria” to Discuss Treasury Yields, Trade Negotiations and Market Volatility