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.
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.
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.