Investment-Grade Corporates
| Investment approach | The Investment-Grade Corporate Bond strategy employs a proprietary, research-driven, value-oriented, bottom-up, risk-centric approach within the global (primarily) investment-grade corporate universe. The proactive and forward-looking strategy seeks to deliver a consistent client-defined income source within a capital preservation framework. “Risk Management Before Asset Management” is our portfolio optimization philosophy that guides a deep appreciation of a client’s need for consistency and predictability. | 
| Benchmark | Bloomberg US Corporate Index / Customized | 
| Number of investment professionals | 16 | 
| Average years of experience | 17 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.