Selective Credit

Focused on Risk Management

Built on Fundamentals

Why Zeo

At Zeo Capital Advisors we are specialists in corporate debt—short duration and ESG high yield portfolios. Do you believe there is value in active fixed income management? Do you believe in selective credit portfolios? Do you want to invest alongside investors who share your investment philosophy?

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.

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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.

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Zeo Funds

Zeo Short Duration Income Fund

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Zeo Sustainable Credit Fund


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Zeo Funds

How to Invest

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Contact Info

Zeo Capital Advisors
One Montgomery Street, Suite 3450
San Francisco, CA 94104