Bottom-up, Credit Work

Zeo Investment Strategies

We are sustainable credit specialists managing high yield strategies across the duration spectrum. It is our belief that environmental, social and governance factors are credit factors and are essential to a fundamentally-selected portfolio. Our approach and strategies resonate with institutional investors, outsourced CIOs, family offices and independent RIAs.

High Yield Strategies Security Types Available Vehicle(s) Duration Spectrum
ESG Corporate Debt Bonds Loans Converts Mutual Fund SMA 0yrs 3yrs 5yrs 7yrs+
Short Duration ZEOIX
Duration Unconstrained ZSRIX

Zeo Short Duration
Income Strategy

Seeks low volatility and absolute return profile by investing in a select portfolio of sustainable short duration corporate credits.

  • Typical duration 1-1.5 years average
  • 40-60 positions
  • SMAs Est 2009; Fund Est 2011
  • Capacity: ~$1b

Zeo Duration Unconstrained
Credit Strategy

Seeks risk-adjusted total returns by investing in a select portfolio of sustainable corporate credits, unconstrained by duration.

  • Duration unconstrained
  • 40-80 positions in current market
  • Fund Est 2019
  • Capacity: ~$2b-$3b

Custom Mandates

Our team brings a wealth of experience in a variety of fixed income strategies that all have one thing in common: a relentless focus on risk management and a discipline of consistency. We have experience in corporate debt, high yield, bank loans, distressed credit, convertibles, derivatives and event-driven strategies. Through our engagement with clients, we have developed custom portfolios to better solve their needs by utilizing our core competencies. We encourage dialogues with prospects and investors to collaborate on potential risk problems we may be able to address with a custom solution.

“Our portfolios are built on our firm’s core values:
consistency, transparency and intentionality.”

-Venk Reddy, Founder and Chief Investment Officer

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