ArrowArrowExperience

Capability, proven.

We trust much of our lives to others. We expect that our mechanics, pilots, doctors and bond managers have adequate knowledge to practice their craft. Rarely, however, do we challenge the depth and scope of that experience.

Our Portfolio Management and Credit Research teams have spent their careers focused on the fixed income market. Their experience includes underwriting, trading, banking, consulting, portfolio management and institutional sales. Matt Dalton is often called upon by many major news organizations including The Wall Street Journal, Bloomberg, The Bond Buyer, Thompson Reuters and Debtwire.

Using our experience from varying vantage points, we have developed a perception of the market both as we know it and others view it. The institutional relationships we have fostered over the years have proven to be valuable conduits through which we can take the pulse of the market. We have seen what has worked, and perhaps more importantly, what has not worked.

ArrowArrowDiligent Research

Knowledge offsets risk.

The fixed income market is an ever-changing landscape, littered with complex structures. Our clients know they can leave the homework to us. While alpha generation and total return are important, our number one goal is preservation of principal. That begins with understanding the nuances of each individual issue. We believe in unfiltered credit research, both internal and external, that is ego-less in the search for knowledge.

Our research is not limited to just credit and sector evaluation; we monitor economic trends and statistics as well as demographic data. It is our belief that a key component to limiting credit risk is not only though diligent credit research, but also through limiting exposure to any single issuer by maintaining a diverse portfolio. We evaluate holdings and portfolios on a periodic basis to ensure state allocations, yield curve positioning and credit quality.

ArrowArrowInvestment Process

Know your marketplace.

The goal of many investment managers is to ensure safety while simultaneously working to enhance total return. Two primary methods exist for a manager to gain return and stay competitive: interest rate risk and credit risk. The problem is neither of those options are sustainable. No one can be correct 100% of the time. As a result, many portfolios do not reach their full potential. Our process engages a third option to enhance returns; efficient trade execution. Employing this method allows us to temper our reliance on interest rate risk or credit risk, providing a more consistent vehicle for capturing excess returns. We can then utilize our research and expertise to make calculated investment decisions. In essence, we have the liberty to pick our battles very carefully.  

See our process.

ArrowArrowService

Always providing the mint on the pillow.

When you have questions, we have answers. Our unmatched enthusiasm for helping Advisors and their clients is second nature to us. Belle Haven is committed to providing the highest level of service and support in all circumstances. We strive to respond in a timely fashion – we know your time is valuable. Attention to detail and a focus on our Advisors are features that set us apart. Below is a brief sampling of the services we offer:

  • A dedicated, professional Service Team, whose sole focus is supporting our Advisors, promptly attending to any and all questions and requests and supplying the latest information. The entire team can be reached at service@bellehaven.com.
  • Monthly composite performance updates.
  • Periodic market commentary.
  • Internally generated monthly snapshots.
  • Individualized proposals.
  • Head-to-head performance comparisons of our strategies to any other SMA or fund manager who reports to Morningstar.
  • Anonymous Portfolio Reviews for any current or prospective bond portfolio.
  • Complete accessibility to our Portfolio Managers and Managing Partners.

ArrowArrowOpportunistic
Management

Commonsense, at the ready.

The funny thing about opportunity is you never know when it’s going to present itself. Keeping our clients’ portfolios in a constant state of access means that we’re able to harvest opportunity when it strikes.