Leveraged Finance

Aegon AM’s leveraged finance capabilities include high yield, leveraged loans and distressed debt strategies.

Active management and a research-intensive process underpin our approach to identifying opportunities, with a focus on mitigating downside risk and pursuing added value.

We believe security selection is the primary driver of return and, as a result, have developed extensive research capabilities with dedicated global credit, distressed and leveraged loan research teams.

Long history of investing in leveraged finance1

1980s

Late 80s - Started investing in leveraged finance strategies

 

 

1990s

1997 - Launched flagship US High Yield strategy

 

 

2000s

2000 - Launched first Bank Loans strategy

2005 - Launched first Credit Opportunities strategy

 

 

2010s

2015 - Launched first Global High Yield Strategy

2019 - Launched first dedicated responsible investment High Yield ESG strategy

 

 

 

Multiple alpha sources

 

Using a research-intensive process, we pursue multiple alpha sources throughout business and credit cycles. Proprietary bottom-up fundamental research is informed by top-down analysis and macro insights. We bring together global perspectives to identify market opportunities as we aim to build resilient portfolios and pursue better investment outcomes.

 

Disciplined global research framework

 

Proprietary bottom-up fundamental research is informed by top-down analysis and macro insights. Our disciplined fundamental research framework relies on a common language to assess fundamentals, sentiment, technicals and valuation. We harness knowledge beyond borders to evaluate opportunities across sectors and regions.

Our capabilities

We manage and/or sub-advise a broad range of strategies within the Leveraged Finance space.

High yield
Leveraged Loans
Distressed Debt

Latest fixed income insights

26.08.2022 | 7 min read | Kevin Bakker, CFA | Ben Miller, CFA | Thomas Hanson, CFA | Mark Benbow
03.08.2022 | 9 min read | Kevin Bakker, CFA | Ben Miller, CFA | Thomas Hanson, CFA | Mark Benbow

Disclosures

1This information reflects certain milestones from one or more Aegon AM affiliates.  Not every milestone is applicable, or applicable to the same degree, across all affiliates or strategies.  Refer to strategy materiels for details.  Responsible investment approaches vary regionally.

2This is a general description of the firm's ESG process.  It may not be applied to every holding in a given strategy