Investment PhilosophyPhilosophy picture

Opus Investment Management's investment philosophy is embodied in three principles:

  1. Yield wins over time. Continued investment in higher-yielding bonds has historically provided investors with attractive risk-adjusted returns.
  2. Inefficiencies in fixed income markets present return opportunities. Periodic lapses in information flows, a lack of standardized option pricing and the rapid development of new and increasingly complex structured products cause inefficiencies in fixed income markets.
  3. A fundamental, research-driven approach allows us to identify under- and over-valued sectors and securities. Fundamental research is the key to capturing market inefficiencies.

The Opus Investment Management Investment Strategy Group, comprised of our entire team of portfolio managers and research analysts, combines economic and fundamental financial analysis to determine on-going investment strategy.