Dolan McEniry Corporate Bond Strategies

Products

Five disciplined corporate bond strategies.

Since launching in 1997 with our flagship Core Plus product, Dolan McEniry has applied the same fundamental strategy to every portfolio we manage. Our corporate bond strategies are built to uncover undervalued opportunities through independent research, credit analysis, and a focus on free cash flow.

Today, we offer five U.S. corporate bond strategies - each distinct in its mix of investment grade and high yield exposure yet unified by the same philosophy.

Committed to performance.

From a single strategy in 1997 to $14 billion in assets under management today, our strategy and process have remained deliberate, disciplined, and consistent which we believe has led to delivering performance through ever changing markets.

Our products

Different strategies. One philosophy.

Each product follows the same process - identifying bonds we believe are undervalued through disciplined, in-house credit research and cash flow analysis. The result: focused portfolios that reflect conviction, not consensus.

Core

100% Investment Grade

0% High Yield

High-conviction exposure to investment grade companies we believe have durable cash flow, sound fundamentals, and bonds trading at good value.

Core

100% Investment Grade

0% High Yield

High-conviction exposure to investment grade companies we believe have durable cash flow, sound fundamentals, and bonds trading at good value.

Core Plus

75% Investment Grade

25% High Yield

Balanced exposure combing investment grade with selective high yield opportunities identified through in-house credit research.

Our flagship

Core Plus

75% Investment Grade

25% High Yield

Balanced exposure combing investment grade with selective high yield opportunities identified through in-house credit research.

Our flagship

Credit

50% Investment Grade

50% High Yield

Targeted exposure to corporate credit opportunities found through our disciplined bottom-up cash flow analysis. Very similar to the flagship Core Plus product with increased exposure to high yield.

Credit

50% Investment Grade

50% High Yield

Targeted exposure to corporate credit opportunities found through our disciplined bottom-up cash flow analysis. Very similar to the flagship Core Plus product with increased exposure to high yield.

Short Duration

60% Investment Grade

40% High Yield

A shorter maturity strategy designed to uncover what we believe are undervalued opportunities with modest interest rate risk.

Short Duration

60% Investment Grade

40% High Yield

A shorter maturity strategy designed to uncover what we believe are undervalued opportunities with modest interest rate risk.

High Yield

0% Investment Grade

100% High Yield

A conservative approach with high conviction exposure to non-investment grade issuers we find to have strong and safe free cash flow generation, durable business models and relatively undervalued bonds.

High Yield

0% Investment Grade

100% High Yield