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.
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.