Bank Loans

Investment Strategy

At AUIM, we manage portfolios under a uniform investment approach driven by a seasoned group of investment and risk management professionals. Performing in a team-oriented environment, we focus on fundamentals, positioning, technicals, and valuation throughout each step of the investment process. Our strategy is focused on adhering to our mandate of investing in well-structured companies that are soundly positioned in their sectors and have attractive competitive advantages.

We begin our investment process with fundamental independent bottom-up research of security and sector, which is shared amongst our global partners and between asset classes to fully leverage resources and provide optimal value to our clients. We strive to exploit inherent inefficiencies of the market and outperform the benchmark from a total return perspective. 

AUIM's most valuable attribute is the result of rigorous independent bottom-up credit research. Given our management of three collateralized loan obligations, our portfolio follows stringent mandates which require precise bottom-up credit research. Particular focus is given to senior secured loans. Each potential investment is analyzed based on quality of issuer collateral, financial covenants, and other impending structural issues. Thorough understanding of the entire competitive landscape supports strategic positioning of a credit and allows for effective measurement of up and downside scenarios.

Key Facts

$715 million USD

Strategy AUM

$106 billion USD

Firm AUM

Strategy Objective

To consistently outperform the benchmark throughout the credit cycle.

As of 06/30/2017

Floating Rate Institutional Fact Sheet

Click here to open the latest commentary.

Download Button

Composite Disclosures

Click here to download the GIPS® Composite Disclosures.

Download Button

Portfolio Management Bios

Click here to download bios for the Portfolio Management Team.

Download Button

Aegon USA Investment Management, LLC, (AUIM) is a U.S.-based investment adviser registered with the Securities and Exchange Commission (SEC) and a member company of Aegon Asset Management, the global investment management brand of the Aegon Group.