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Focus on mis-priced credit instruments to deliver performance for investors with reduced volatility
Contact: keith@relevancewealth.com
Keith Pangretitsch, CFA has 25 years’ experience in the asset management business. Prior to creating Relevance Wealth Management, Keith was Managing Director of Russell Investments Canada Ltd.’s $12B Canadian Private Client business. In this role Keith was responsible for the overall profitability of the business, including strategy, sales and marketing. Keith was also a member of the executive team of Russell Investments Canada Ltd.
Keith is a member of the Toronto Society of Financial Analysts where he is a past chair, vice chair and member of the Private Client Committee. Keith is a contributing author to advisor.ca, Investment Executive, Wealth Professional and other publications on the topic of investing and business management.
The Relevance Diversified Credit Fund focuses on mis-priced credit instruments to deliver performance for investors with reduced volatility. Changes in the regulatory environment have resulted in imbalanced credit pricing that ranges from highly overpriced investment grade liquid instruments to deeply underpriced complex credit risk. The managers exercise strict discipline thorough the analysis of overall risk including collateral, duration and legal structure. Investors benefit from the managers in-depth expertise both in evaluating credit as well as the origination of different credit instruments.
Catalyst driven credit: Investments with solid credit fundamentals and an identifiable value catalyst.
Direct Origination: Bespoke lending opportunities on high value collateral assets.
Tactical credit: Opportunistic credit trading largely driven by regulatory considerations.
Short opportunities: Gain edge through thorough analysis of credit fundamentals and fair value