Chief Investment Officer, Chairman×
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Seix focuses on a clearly defined investment style and philosophy utilizing a bottom-up focused, top-down aware investment approach that is driven by a return-per-unit-of-risk discipline.
Priority #1 is to serve as the anchor of an overall portfolio. Our goal is to deliver superior long-term risk-adjusted returns, which often entails risk reduction over the short term.
Seix’s approach values liquidity, does not invest by solving for yield, and is marked by transparency in process, portfolio structure and performance.
Our investment grade strategy focuses on a deliberate and efficient allocation of client capital (Investment Policy Group) based on fundamental and technical analysis in the context of relative value/cycle analysis.
Seix Enhanced Bond Wrap Strategy is a highly liquid, high quality diversified portfolio, focusing on the investment grade universe of bonds with opportunistic exposure to ‘plus’ sectors, such as high yield bonds, emerging market debt, and non-U.S. dollar securities.
Seix seeks to maximize long-term total return through a combination of income and capital appreciation by investing in a diversified bond portfolio of U.S. government, high-grade corporate, asset-backed securities, mortgage-backed securities (both residential and commercial), and opportunistic exposure to ‘plus’ sectors.
Chief Investment Officer, Chairman×
As CIO, Jim has oversight responsibilities for the investment teams and specific portfolio management responsibilities within the investment grade team. He also leads the Seix Investment Policy Group. Prior to joining Seix, Jim was Head of Investment Grade Corporate & High Yield Bond Management for American Century Investments. In this role he was responsible for portfolio management, strategy, credit research and trading. Prior to this, Jim was Chief Investment Officer at Westmoreland Capital Management and Managing Director of Investment Grade and High Yield Fixed Income at UBS Global Asset Management. At UBS he was Chairman of the Investment Strategy and Credit Policy Committee and directly responsible for management of a number of funds. Earlier in his career he was Director of Research and Chairman of the Credit Strategy Committee at Bankers Trust. Jim received a B.S. degree (Magna Cum Laude) in Business Management from St. Francis College and an M.B.A. degree (Beta Gamma Sigma) from Fordham University.
Managing Director, Senior Portfolio Manager - U.S. Government/Securitized×
Perry is a seasoned senior portfolio manager focused on the government related and securitized asset classes and a member of the Seix Investment Policy Group. Before joining Seix in 1999, he was a portfolio manager at GRE Insurance Group, where he was responsible for all North American fixed income assets within the group. Prior to that, he was a portfolio manager and analyst at Home Insurance Company, focused primarily on mortgage backed securities. Perry began his career as an account analyst at Goldman, Sachs & Company. He received a B.S. degree in Economics and Computer Coordinate w/Economics from Trinity College and an M.B.A. degree in Finance from New York University.
Managing Director, Senior Portfolio Manager - Securitized Assets×
Michael is a seasoned senior portfolio manager focused on the securitized sector. He is a member of the Seix Investment Policy Group. Before joining Seix, Michael was a portfolio manager at AIG Global Investment, where he managed an ABS portfolio covering the full rating spectrum in addition to non-agency senior residential MBS, adjustable rate senior mortgage portfolio and international AAA residential MBS portfolios. Michael began his investment management career at Aetna Life and Casualty's Portfolio Hedging Group as an analyst. Michael received an A.B. degree (Cum Laude) in Mathematics from Dartmouth College.
Portfolio Manager - Credit, Head of Investment Grade Credit Research×
Carlos is a portfolio manager focused on credit and head of investment grade credit research. Before joining the firm, Carlos was a vice president of the global banking energy group at Royal Bank of Canada (RBC), and responsible for rating agency relationships. Previously, Carlos was director and group leader of Standard & Poor’s oil and gas corporate ratings team. Carlos was responsible for the ratings of independent oil and gas producers, refiner & marketers, and oilfield service companies. In addition he led the corporate rating’s input into rating decisions for certain sovereign and selected project finance ratings. Prior to joining the rating agency, Carlos was a commercial banker having served in different analytical and lending relationship manager capacities as an officer at Credit Suisse US and First Fidelity (now Wells Fargo). Carlos received a B.S. degree (Magna Cum Laude) from Rutgers University, and received an M.B.A. degree in Finance (with concentration in International Business) & Accounting (with concentration in Financial Statement Analysis) from New York University.
Portfolio Manager - Credit, Head of Investment Grade Corporate Bond Trading×
Jon is a portfolio manager focused on credit and head of investment grade credit corporate bond trading. Before joining the firm, he was a natural gas commodities broker at PVM Oil Associates responsible for brokerage of domestic natural gas products & foreign & domestic crude oil. Prior to that, Jon was a member of capital markets group & energy derivatives group at Prebon Yamane (U.S.A.) Inc. responsible for brokerage of short term eurodollars & forward rate agreements and sales associate at JPMorgan Securities, Inc. working primarily on the investment grade corporate sales desk. Jon received a B.S. degree in History from Syracuse University.