Bank Loans
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Investment approach |
Our bank loan strategies focus on achieving high income while preserving principal and mitigating default risk. Our team rigorously underwrites investments
based on fundamental, bottoms-up credit analysis. We emphasize consistent performance through active risk management and disciplined portfolio construction. |
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Benchmark |
Morningstar LSTA US B/BB Index |
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Number of investment professionals |
10 |
|
Average years of experience |
18 years |
|
Lead portfolio managers (years of experience) |
Contact Us
To learn more about SIM and get connected with an investment professional, contact:
John Flynn, CFA
Senior Managing Director
308 Farmington Avenue, Farmington, CT 06032
(845) 667-7173
All data and information is as of 12/31/2024.