基本資料

投資策略

本基金尋求創造有吸引力之報酬並保護資本。本基金主要投資於一般在美國經認可之交易所交易之美國公司借款人公開交易的債務 證券(包括票據，例如浮動利率中短期票據、應急可轉證券及債券)。該等債券將由穆 迪/標準普爾(或投資管理機構視為相同等級之機構)評級為至少B3/B-，但通常低於A， 或如果現有持股降級時則更低，或隨時更高。當市場力量如此影響時，本基金一般可 通過減少對較低評級公司債務(例如債券)之曝險，並增加一般在美國經認可交易所交 易之較高評等之公司債務、政府債務或其他貨幣市場工具(包括但不限於OECD政府票 券、國庫券、商業票據及存單)之曝險來提高其平均評等。

基金經理人

• Colantuoni John
• 資歷 1年(2024-07-01 至今)

• John joined Muzinich in 2021, initially as a Senior Credit Analyst covering the homebuilders, building materials, packaging and consumer products sectors. John has 16 years of corporate credit research experience. Prior to joining Muzinich, John was at Goldman Sachs Asset Management where he spent five years as Vice President/Senior High Yield Analyst. Prior to that, John spent three years at Legal & General Investment Management as a Senior High Yield Analyst and five years at AllianceBernstein as a Corporate Credit Research Analyst. John received a BA degree in Economics from Hobart College and is a CFA Charterholder.

• Ziets Kevin
• 資歷 5年(2020-07-01 至今)

• Kevin joined Muzinich in 2017. He serves as a Portfolio Manager focusing on US High Yield credits after spending 20 years as a research analyst primarily in the US high yield market, covering a variety of sectors across buy side, sell side, and rating agency roles. Previously, as a Senior Credit Analyst for Muzinich, Kevin covered the gaming, lodging, leisure, airlines, homebuilders/building products, packaging and transportation sectors. Prior to joining Muzinich, Kevin was a high yield corporate Credit Analyst most recently at Citigroup and before that at Goldman Sachs, Moody’s, Lazard, PrinceRidge and Pali Capital. Kevin earned a B.A. from Northwestern University and an M.B.A. from New York University’s Stern School of Business. He holds the Chartered Financial Analyst designation.

• Petermann Bryan
• 資歷 14年(2010-09-27 至今)

• Bryan joined Muzinich in 2010. He is a Portfolio Manager, a member of the Firm’s Public Debt Investment Committee and a Portfolio Manager focused on U.S. high yield. Prior to joining Muzinich, Bryan was with PineBridge Investments (formerly AIG Investments) where he served as Managing Director, Head of high yield for the last five years of his tenure. Bryan started his career in the banking sector, working in the media and cable groups at the Union Bank of California and Banque Paribas as well as participated in the start of Société Générale’s cable and media group. Bryan earned a B.A. from the University of California, Los Angeles, where he was a Phi Beta Kappa scholar, and an M.B.A. from the University of California, Berkeley.

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