Institutional Investment Solutions

SSI offers investment solutions utilizing a mix of Convertible and Equity strategies that are ideal for investors seeking growth while limiting downside risk.

LONG ONLY CONVERTIBLES

Conservative Equity Alternative
Broad equity participation through the full spectrum of available convertible securities

HEDGE CONVERTIBLES

Fixed Income Alternative
Utilizes an absolute return focus in unleveraged and leveraged products

MULTI ASSET ALLOCATION

Multi Asset Portfolio
Absolute return that utilizes a variable market exposure component to help preserve capital

FLEXIBLE ALLOCATION STRATEGY

Multi Asset Portfolio
Provide investors with solid equity market participation in positive economic environments

CONVERTIBLE INCOME STRATEGY

Liquid Alts/Fixed Income Alternative
Fixed income alternative utilizing an absolute return focus to derive total return from three distinct sources: income, mispriced securities and
volatility trading

CONVERTIBLE INVESTMENT STRATEGY

Non-Core Fixed Income/Low Vol Equity
Diversified portfolio of convertible securities


Webinars

October 2021 – Relative Value Arbitrage with Convertible Bonds

July 2021 – Convertibles: Mid-Year Outlook 2021

March 2021 – Convertible Arbitrage: an update as the first quarter closes

January 2021 – 2020 Sparked A Convertible Asset Class Resurgence |Convertibles Have Entered A New Growth Phase

December 2020 – Monetizing Volatility While Capturing Yield in a Low Interest Rate Environment

April 2020 – Convertible Bonds: A Compelling Opportunity in a Period of Extreme Uncertainty

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Pioneers in Convertibles for over 40 years