Fixed income markets, like most over-the-counter investment markets, are inefficient. These inefficiencies are amplified during periods of increased market volatility, leading to opportunities for active managers to add value by identifying inconsistent pricing between individual issuers, industry sectors or even geographies. We aim to exploit these inconsistencies to deliver superior risk-adjusted returns for our clients.

Potential benefits for investors

For actively managed investment grade and below investment grade public fixed income strategies, we seek to provide investors with a host of benefits to strengthen their portfolios, including:

  • Consistent income
  • Liquidity
  • Opportunity for liability matching
  • Potential for higher yields while preserving capital
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18 years

Average industry experience of investment team members

$131 Billion

AUM*

60+

Public Fixed Income
professionals**

35+

Global credit analysts and dedicated derivatives trading desk

* As of September 30, 2024

** Investment professionals include Portfolio Managers, Traders, Research Analysts, Portfolio Strategists, and Investment Strategists, globally, under Sun Life Capital Management (Canada) Inc., and Sun Life Capital Management (U.S.) LLC.

Helping clients achieve their investment objectives

Expertise across the credit spectrum

Teams specialize in managing investment grade strategies, providing insights across the full credit opportunity set.

Global credit research

Ability to leverage the global insights of our credit research team who are organized by global credit sectors, covering markets across regions.

In-depth macro and fundamental research

Top-down views assessing credit cycle risks and economic factors, along with deep bottom-up research of individual issuers and sectors.

Aiming for consistent performance

Strong portfolio performance across our strategies which have generated alpha across a variety of market cycles and have the potential to achieve superior risk-adjusted returns for our clients.

Nimble and effective execution

Integrated team-based approach to research, portfolio management and trading leads to more efficient decision-making.

Interested in Public Fixed Income investing?

We offer public fixed income strategies across the credit spectrum. Our rigorous investment process aims to generate outperformance over time while helping our institutional clients achieve their long-term objectives.

Learn more about our strategies and teams below, and request our factsheets for more details.

SLC Management's investment grade strategies combine top-down and bottom-up research to identify relative value opportunities. Throughout the investment process, we take a neutral stance on interest rates and aim to add value primarily through security selection and portfolio construction.

You can request our factsheets for more information in the form below.


SLC Management’s strategies:

SLC Management Corporate Bond Strategy

SLC Management Canadian Long Duration Overlay Strategy

Custom solutions for insurance companies

Custom solutions for retirement plans

 

Meet the public fixed income investment team

 

Douglas (Doug) J. Gardiner

Portfolio Manager and Head of Public Fixed Income, SLC Management

Randall Malcolm, MSc, CFA

Senior Managing Director and Portfolio Manager, Canadian Public Fixed Income, SLC Management

Steven (Steve) H. Morris, CFA

Managing Director and Portfolio Manager, Public Fixed Income

Brett Pacific, CFA

Senior Managing Director, Head of Derivatives and Quantitative Strategies

Request factsheets:

Fill in the form below to request more information on our strategies.

Which factsheets would you like to receive?*

Investment Grade Public Fixed Income

Interested in Non-Investment Grade Fixed Income investing?

Explore strategies offered by Crescent Capital Group.

Learn more about non-investment grade fixed income

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The assets under management (AUM) represent the combined AUM of Sun Life Capital Management (Canada) Inc., Sun Life Capital Management (U.S) LLC, Crescent Capital Group, BentallGreenOak, InfraRed Capital Partners, and Advisors Asset Management.