good things can happen
Selective
Credit Specialists
It's All Fundamental
Zeo builds sustainable portfolios of corporate debt one credit at a time. We focus on risk management and consistency.
The Industry's First
Zeo is the industry's first dedicated sustainable credit specialist. We offer a different perspective on the markets, value investing and ESG.
How We Think >>
Intentionally Diverse
Zeo is a Minority Business Enterprise. We value the positive impact of diversity and inclusion on our approach to sustainable investing.
Who We Are >>
Sustainable Investing Is
Good investing
Income-oriented investors are hard pressed to find adequate yields in the COVID-19 economy. Investment advisors need to strike a balance within clients’ bond portfolios and diversify risk by both duration and credit. Zeo Capital Advisors’ CIO, Venk Reddy, shares his thoughts on an underserved and opportunistic space in the credit markets.
ESG is about creating more with less…
Zeo Insights
As Featured In
Sustainability Profile: Diebold Nixdorf
Diebold Nixdorf has the #1 market share across all ATMs at 31% globally, which equates to around 1 million installed...
Sustainability: Mainstreaming ESG
The origin of the modern day meaning of sustainability can be traced back to a publication from October 1987 in...
ESG is Not Enough: Why Intention Matters
In January, during the market frenzy which saw GameStop Corporation stock go from approximately $20 to nearly $500 intraday within...
ESG: A Data-Driven Definition
ESG. Impact. Sustainable. Does anyone really know what these terms mean? This question reminds me of the start of my...
Sustainability Profile: Lionsgate
Lionsgate is a film and television production studio that also owns the STARZ premium-cable network and streaming service. Seventy percent...
Zeo Response to SEC Request for Public Input on Climate Change
Dear Chairman Gensler: We appreciate the opportunity to contribute our perspective in response to the request for public input on...
Zeo Strategies
-
Sustainable high yield corporate credit strategies across the duration spectrum
-
Appropriate for traditional and sustainable mandates seeking performance and progress
-
Fundamental credit research identifies strong businesses making progress along the Sustainability Spectrum™
Zeo Short Duration
Income Strategy
Seeks low volatility and absolute return profile by investing in a select portfolio of sustainable short duration corporate credits.
Zeo Duration Unconstrained
Credit Strategy
Seeks risk-adjusted total returns by investing in a select portfolio of sustainable corporate credits, unconstrained by duration.
ZEO Short Duration Income Strategy
Seeks low volatility and absolute return profile by investing in a select portfolio of sustainable short duration corporate credits.
Zeo Duration-Managed Credit Strategy
Seeks risk-adjusted total returns by investing in a select portfolio of sustainable corporate credits, unconstrained by duration.
Sustainability Profiles
Lorem ipsum dolor sit amet, consectetuer. Proin gravida nibh vel velit auctor aliquet. Aenean sollicitudin, lorem quis bibendum auctor, nisi elit consequat ipsum, nec sagittis sem nibh id elit.
Environmental Headline
Social Program
Governance
Diversity is In Our DNA
People of Color
Women
Minority and Women Owned
High yield is a world of casinos, plastics and oil.
What’s left for a sustainable portfolio?
ESG factors are not new; they are core credit factors critical to effective security analysis. Ignoring ESG factors creates potential future liabilities for a company and its shareholders. Learn more about why intentionality matters through Zeo’s Sustainability Brochure.
