Founded in Melbourne in 2013, Jamieson Coote Bonds (JCB) is a privately owned specialist high grade bond manager. JCB manages over A$3.2 billion (as at 16 April 2019) of domestic and global high grade bond assets on behalf of institutional and retail investors. JCB is headquartered in Melbourne and has an office in Singapore.
JCB is solely focused on actively managing domestic and global high grade bonds for the long term to produce superior risk-adjusted returns for investors. They aim to be the manager of choice for investors seeking a true defensive and disaggregated fixed income allocation within portfolios.
The investment philosophy is centred on duration management and targeted security bond selection (across and within sub-sectors) which JCB strongly believes can drive returns over appropriate time horizons. Economic fundamentals, monetary policies and politics, and bond supply/flow implications are critical drivers of ongoing returns, thus JCB believes skilled active management can help to protect investments on the downside and participate on the upside, over time.
“As a team, we carefully balance risk vs. return on duration, curve, and country allocation strategies. The outcome is used as a basis to construct our portfolios.”
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