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Newfleet Asset Management, LLC

 

About the Firm

Newfleet Asset Management, LLC provides comprehensive fixed income portfolio management in two distinct strategies, multi-sector and core plus, each under the oversight of an experienced chief investment officer.

Newfleet Core Plus Fixed Income Strategies employ a value oriented approach, focused on fundamental financial research with the aim of enhancing returns and managing risk. A broad spectrum of fixed income instruments are combined with the objective of producing competitive investment returns.

Newfleet Multi-Sector Fixed Income Strategies leverage the knowledge and skill of a team of investment professionals with expertise in every sector of the bond market, including evolving, specialized, and out-of-favor sectors. The team employs active sector rotation and disciplined risk management to portfolio construction, avoiding interest rate bets and remaining duration neutral to each strategy's stated benchmark.

Investment Professionals

 

Multi-Sector Fixed Income Strategies - Hartford

David Albrycht, CFA

Chief Investment Officer

 

Benjamin Caron, CFA

Managing Director and Portfolio Manager

William J. Eastwood, CFA

Managing Director and Senior Trader

 

Cecelia L. Gerber

Director and Fixed Income Trader

Eric Hess, CFA

Director and Research Analyst
 

Timothy M. Heaney, CFA

Senior Portfolio Manager – Municipal Securities

Stephen H. Hooker, CFA

Director of Foreign Research
 

Kyle A. Jennings, CFA

Managing Director
Leveraged Finance Sector Manager

Christopher J. Kelleher, CFA, CPA

Managing Director and Senior Portfolio Manager

 

Lisa H. Leonard

Portfolio Manager

Christine M. Ouellette

Director and Assistant Portfolio Manager

 

Nicodemus Rinaldi

Senior Managing Director, Structured Products

Daniel Senecal, CFA

Managing Director, Credit Research
 

Jonathan R. Stanley, CFA

Director of Fixed Income Research

Andrew Szabo, CFA

Senior Managing Director, Structured Products
   
     


San Francisco

Robert L. Bishop, CFA

Chief Investment Officer and Portfolio Manager

 

Bradley M. Kane

Portfolio Manager

James Spencer Lee, CFA

Portfolio Manager and Head of Trading

 

Andy H. Pham

Credit Analyst

Kaushik Saha

Portfolio Manager
 

Minh T. To

Quantitative Analyst



 

Mutual funds distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc.
 
Statement on Business Continuity and Disaster Recovery


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