Selective Credit
Focused on Risk Management
Built on Fundamentals
THE LATEST
RECENT PRESS
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“A Look Inside Four Proposed ESG Standards”
December 30, 2020
(Subscription Required) -
“Socially Responsible Investing—Visceral Impact And Consequences”
December 3, 2020
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Listen to Venk Reddy on Money Life with Chuck Jaffe
November 12, 2020
(www.moneylifeshow.com) - Other Press
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.