Relative Return

For clients who seek benchmarked investment strategies, Babson Capital offers a wealth of experience and strategies in both fixed income and quantitative equity.

In all Babson Capital relative return products, our disciplined investment processes emphasize thorough fundamental and quantitative analysis of security structures and companies by experienced and dedicated portfolio management and research teams. Investment decisions are based on a detailed knowledge, often times built over the long-term, of securities, issuers and companies. Our goal is to develop unique perspectives and convictions that give us a competitive advantage to leverage when making well-reasoned investment decisions on behalf of our clients.

Our decades-long presence across a host of capital markets is a distinct advantage. This presence has allowed us to build an impressive network of contacts and relationships with major securities issuers, investment banks, and companies across a broad range of industries. We make use of these relationships on a daily basis to seek insights and validate our independent research efforts.

Our entrepreneurial culture and aversion to bureaucracy are also key advantages. Our lack of  "management-by-committee-structure" concentrates decision-making directly in the hands of the professionals charged with investment selection, portfolio management and performance.

Finally, risk and diversification controls are key components of all of our investment processes. We use these controls actively to protect clients' capital and to manage risk rather than fear it.