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: Cast & Crew
Cast and Crew is a leading provider of software and services to the entertainment industry, automating most of the payroll,...
Are Risk & Reward Inversely Related?
At Zeo, we have often been asked how our investment approach can mitigate volatility when we invest in high yield...
Sustainability Profile: AgroFresh
AgroFresh Solutions is an innovator in advanced proprietary technologies that enhance the freshness, quality and value of fresh produce. The...
Not All Junk is High Yield
Junk may be a strong choice of words to describe asset classes poised to decline in the current market environment,...
Not All High Yield is Junk
Credit spreads are at historically tight levels. Short-term interest rates (and therefore interest income) are likely staying low for the...
Sustainability Profile: At Home
At Home is a leading home décor superstore focused on providing the broadest assortment of everyday and seasonal products for...
Zeo Strategies
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Sustainable high yield corporate credit strategies across the duration spectrum
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Appropriate for traditional and sustainable mandates seeking performance and progress
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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
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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.
