Investment Solutions
Innovative Investment Strategies For Over Four Decades
Strategies
The cornerstone of SSI’s vision has always been a focus on innovative, alternative ideas. As such, SSI offers investment solutions utilizing a mix of Convertible and Equity strategies that are ideal for investors seeking growth while limiting downside risk, especially given today’s volatile and rapidly changing market conditions.
Broad equity participation through the full spectrum of available convertible securities.
Utilizes an absolute return focus in unleveraged and leveraged products.
Absolute return that utilizes a variable market exposure component to help preserve capital.
Philosophy
SSI sets forth to develop innovative strategies which may exceed clients’ objectives in any market environment over the long term, to establish a resourceful organization that anticipates and adapts to change, and to create a legacy that underscores SSI’s commitment to building successful portfolios and long lasting client relationships.
Insight
How to Get It Wrong With “Low Volatility” Equity Strategies
Low volatility strategies serve as a good alternative for investors wanting a tilt in equities, as the lower portfolio volatility often helps the portfolio resist market uncertainty. These strategies have garnered significant investor attention and growth in assets.
Convertible Market Outlook
How does macroeconomic and geopolitical uncertainty affect your investment portfolio? Will the market maintain the trajectory it’s been on, will there be a correction or will it suffer a pullback? Convertible bonds offer participation in the growth of the equity market and the income of the bond market while providing protection of the principal investment, so any market volatility is a welcomed event
Attractive Tradeoff of Convertible Bonds
The Healthcare sector has historically represented a significant portion of the overall convertible bond universe (represented by the ICE BofA ML All US Convertible Index VXA0) and trading volumes, averaging a sector weight of 17.5 percent
About Us
“Stand out. Following the crowd will not get you there.”
George Douglas, CFA
Chief Investment Officer
Managing Principal
History
Founded in 1973, SSI Investment Management is an institutional asset management firm that adds value by delivering better risk-adjusted returns for its clients, while focusing on safety, consistency, and preservation of capital.
Culture
SSI believes that building the right culture in its organization is of utmost importance. Investment professionals working in a positive, engaged, humble, and supportive culture deliver better investment performance and exceptional client experience.