Wilby Securities ("WS") Investment Management has a long-standing track record of managing fixed income strategies for both public and private institutions, as well as high-net-worth families. Our fixed income approach can be summarized in one sentence: We invest in durable credits* with attractive yields. We offer taxable, tax-exempt, and inflation-indexed strategies based on our unique investment philosophy and valuation methodology, aimed at generating attractive long-term returns.
Our investment philosophy is based on the following key insights:
- Credit valuations in fixed income sectors historically provide compensation beyond default-driven losses.
- Credit spreads often exhibit higher volatility than warranted by underlying fundamentals, creating an environment for active management.
- We believe that patient, long-term strategies are essential to achieving leading total returns.
Our strategy focuses on debt issuers across major market sectors, including:
- Corporate debt
- Asset-backed securities
- Commercial mortgage-backed securities
- Municipal bonds
- Inflation-indexed securities
- Federal agencies
- Agency mortgage-backed securities
- U.S. Treasuries
Learn more about how we integrate environmental, social, and governance (ESG) considerations into our bottom-up investment approach.