Fund partner in portrait

As markets provide little certainty, credit investors may seek alternative fixed-income solutions, which both preserve capital and take advantage of opportunities for yield.
David Sherman, Founder, CIO and Portfolio Manager at CrossingBridge Advisors LLC, and Kirk Whitney, Assistant Portfolio Manager, share how the team draws upon their robust experience to meet investors’ specific needs across a spectrum of risk. Sherman and Whitney describe how the firm’s “money good” philosophy informs its bottom-up approach, mitigating risk and seeking to achieve good risk-adjusted returns. Moreover, they explain why this approach allows the firm to offer a low volatility income-oriented product with relatively low duration where the strategy is to produce consistently high income.

Interview

In an interview, David Sherman, Founder, CIO and Portfolio Manager at CrossingBridge Advisors LLC, and Kirk Whitney, Associate Portfolio Manager, explain how the CrossingBridge team uses its expertise to meet investors’ specific needs across a spectrum of risk. They describe the ‘Money Good’ philosophy that informs the firms bottom-up approach, mitigating risk and seeking to achieve good risk-adjusted returns. Moreover, they also explain why this approach enables the company to offer an income-oriented product with low volatility and relatively low duration, whose strategy is to generate consistently high returns.

Fund analysis

FondsConsult took a close look at the CrossingBridge fund. Read more about the investment process and all the other important facts about the fund.