Capitalizing on company, industry and cyclical dislocations by combining macro analysis with bottom-up research
Chief Investment Officer
“To effectively manage risk, you need to have a flexible approach that provides the freedom to shift between a variety of strategies as market conditions change.”
What sets them apart
Led by James Dutkiewicz, Sentry’s fixed-income team includes tenured investment professionals with complementary skill sets. Each of the fixed-income portfolio managers has experience managing through various economic, interest rate, business and credit cycles.
Experienced investment team:
portfolio managers with an average of 20 years industry experience
an approach for all market conditions to improve risk-adjusted returns
leveraging insights from Sentry’s equity teams and applying an equity lens as a complement
concentrated portfolios, built from the bottom-up, with top-down macro analysis
focus on quality issuers with strong risk/return opportunities. Not investing in over-valued bonds just because they are a large index weight
Our investment process: an approach for all market conditions
A multi-dimensional approach that combines top-down macro analysis and bottom-up research enables us to identify cyclical, industry or company-specific dislocations which we can then capitalize on.
Top-down analysis: Assessing the global macro environment and setting risk parameters enhances our ability to diversify the sources of potential return rather than being dependent on one factor to drive performance.
Bottom-up analysis: Deep fundamental credit analysis is at the core of our investment process. The result: intimate security knowledge, stronger risk controls and concentrated portfolios that offer meaningful return potential for investors.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.