Easterly's Structured Credit Value Strategy provides investors exposure to the structured credit markets through an active value investment process.
Aims to provide a high level of income and capital appreciation and seeks low volatility and sensitivity to changes in credit spreads and interest rates through a securitized product portfolio.
Jay Menozzi and Boris Peresechensky, who have extensive experience investing in the securitized fixed income markets, have been working together since 2005.
Our bottom-up intrinsic value investing approach, characterized by higher yield, low volatility, and consistent returns, is designed to take advantage of opportunities across the inefficient securitized fixed income universe.
Leveraging the team’s deep expertise, we source and execute across sectors, utilizing our two-step intrinsic valuation process to uncover bonds with latent value that can accrue to the portfolio over time, regardless of market environment.
Risk assets finished 2024 on a strong note in Q4 with most asset classes posting positive returns relative to Treasuries despite the revolt by bond vigilantes that took the long end of the curve close to the highest rates of the year.
Learn MoreTo navigate the complex investment landscape of 2025, a deep understanding of nuanced economic trends, the interest rate environment, and credit market dynamics is essential.
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