To truly understand Polygon's strategies, you have to consider our motivation. We believe we are in the business of maximizing investment returns, rather than building AUM. Our focus is concentrated on structural alpha, the bedrock of opportunity on which strategy is built. That is our primary consideration and everything follows from there.
Polygon's convertible bond strategy focuses on convertible securities in Europe and North America, leveraging our presence in New York and London to construct a single, cohesive portfolio across regions. In contrast to many convertible-focused hedge funds, we favour a concentrated and heavily-researched portfolio with a focus on low correlation and catalyst-driven opportunities. We leverage our substantial direct event-driven and convertible expertise, along with our fundamental credit/equity analysis and portfolio management skills to build this portfolio.
This strategy is led by CIO Mike Humphries
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Principal and Chief Investment Officer