Defensive Convertibles

Burlington’s Defensive Convertibles Strategies focus on convertible securities with a higher bond content (trading closer to par value) and, thus, are often utilized as either an enhanced fixed income strategy or as a conservative equity replacement. Burlington performs bottom-up fundamental credit analysis and equity research to identify out-of-favor companies and sectors with stable balance sheets, stable cash flow, and excellent management teams.

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Convertible Income Strategy - Institutional Clients

Burlington’s Convertible Income Strategy, our domestic defensive convertibles strategy for institutional clients, invests in USD denominated securities and utilizes a fixed-income approach to convertible securities by performing bottom-up fundamental credit analysis to identify undervalued opportunities.

Global Convertible Strategy

Burlington’s global defensive convertible strategy seeks income and capital gains by investing in a portfolio of undervalued, high income, global convertibles that trade close to their bond values.

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