Low Volatility Fixed Income
Focused on Risk Management
Built on Fundamentals
RECENT PRESS
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“San Francisco Treat”
January 1, 2020
QUARTERLY LETTER
Why Zeo
Do you believe there is value in active fixed income management? Is volatility something you seek to minimize in your bond portfolio? Then keep exploring and let’s talk. Zeo Capital Advisors is a fixed income investment manager who aims to deliver low volatility, risk-managed solutions for the prudent investor. We strive to find like-minded investors, including non-profits, outsourced CIOS, consultants, family offices and independent RIAs, with whom to grow and serve their fixed income investment needs through our two mutual funds or separately managed accounts.
Investment Strategies
We apply fundamental research and risk management to US corporate credit to selectively identify overlooked and misunderstood securities. We seek strong underlying businesses—an approach that we believe can help our clients lower volatility and improve risk metrics in their fixed income portfolios.
Our Team
We built the team with the same care we use to construct portfolios. Our team brings together decades of expertise across fundamental portfolio and risk management, credit analysis and client engagement.