Selective Credit
Focused on Risk Management
Built on Fundamentals
THE LATEST
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4Q20 Commentary:
“Just Because You Can Doesn’t Mean You Should”
(Registration Required)
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Zeo’s Webinar: Townhall Q&A
December 8, 2020
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Sustainability Profile: The Fresh Market
Read Venk Reddy’s Latest Insight:
“The Fed’s Blindspot”
February 9, 2021
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RECENT PRESS
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“Loyalty Program Brings Reward for American Airlines: Better Rating for Bond Sale”
March 10, 2021
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“Special Report: Allocators Look To Niche Strategies Within Fixed-Income Space”
January 8, 2021
(Subscription Required) - Other Press
“Analysis: U.S. bond market feels like ‘coiled spring’ after Fed meeting”
March 17, 2021
Why Zeo
At Zeo Capital Advisors, we are sustainable credit specialists. We manage high yield strategies across the duration spectrum for non-profits, OCIOs, family offices and independent RIAs. It is our belief that environmental, social and governance factors are credit factors and are essential to a fundamentally-selected portfolio. Whether you are a value investor or values-based investor, we can serve your fixed income needs through separately managed accounts and mutual funds.
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.