Small-Cap > Core
Pacific Funds Strategic Income Fund
ALFCX
Dec 12, 2019
With a focus and expertise in domestic credit markets, Pacific Funds Strategic Income Fund represents a highly selective, multi-sector strategy that invests primarily in high yield bonds, investment grade bonds, and bank loans. Portfolio manager Brian Robertson relies on extensive fundamental research and the experience of his team to run
When it comes to strategic income, investors tend to seek balance between well-researched selectivity and diversification. Brian M. Robertson and his team of analysts at Pacific Asset Management rely on a collaborative analysis of investment-grade, high-yield corporate bonds, and floating-rate loans to build a diversified portfolio that generates risk-adjusted returns
Corporate bonds are generally preferred for their attractive risk/reward profile in the investment-grade space. Moreover, the additional yield embedded in the second tier bonds can provide enhanced returns with relatively attractive risk, limiting the need to search in the very low end of the credit spectrum. David Weismiller, portfolio manager