Convertible Arbitrage: A Unique Credit Strategy & Different Source of Return – Absolute Investment Advisers – 5.25.21

Overview:
Title: Convertible Arbitrage: A Unique Credit Strategy & Different Source of Return
Date: Tuesday, May 25, 2021
Time: 11:00 AM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand. Are you looking for something different in fixed-income? With rates and spreads so low, are you struggling with the role of traditional fixed-income? Convertible Arbitrage may be a solution you have not yet considered. Among the topics to be discussed:

  • The challenges in fixed income and the sacrifices investors are making to find a solution.
  • Convertible Arbitrage: What is it? How does it work? Where do the returns come from?
  • The credit component of convertible arbitrage.
  • A low beta / low volatility fixed-income-like return stream that may provide ballast versus other parts of a portfolio.

Speakers:
Nathan Houser Nathan Houser Principal Portfolio Management & Research Absolute Investment Advisers

Mr. Houser is responsible for new manager research and due diligence analytics. He also assists the portfolio manager with the day-to-day management of the Funds, including portfolio monitoring, risk measurement and operations. Mr. Houser joined Absolute after serving for eight years as a Research Analyst for Shetland Investments, a Boston area family office. At Shetland he was responsible for sourcing and evaluating alternative investments including researching new strategies and allocation modeling. Mr. Houser received his AB from Bowdoin College.
Chris Ward Chris Ward Principal Sales & Marketing Absolute Investment Advisers

Prior to founding the firm, Mr. Ward held positions at J.P. Morgan INVEST, Brown & Company and the Banking and Investment Products Group of FleetBoston Financial. In his business consulting roles, Mr. Ward focused on information architecture and user interface projects to develop and/or improve the usability of on-line trading platforms and back-end customer service systems. Before his shift toward financial services, Mr. Ward worked at several advertising, marketing, media production and communications agencies in the Boston and in Washington D.C. metropolitan areas. Mr. Ward received his BA from Colby College. He has the Series 6, 63 and 65 securities registrations.
For more information, visit the Absolute Convertible Arbitrage Fund website. The Absolute Convertible Arbitrage Fund was awarded Best Alternative Equity Market Neutral Fund (United States, 2021, 3-year period). ARBIX was ranked #1 out of 19 funds (and 53 share classes) in this classification. Award Methodology & Disclosure: The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see www.lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. © 2021 Refinitiv. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited).