Fortlake Asset Management is an experienced fixed income manager offering institutional capabilities in a boutique structure, with a focus on generating returns above inflation. We take a holistic view to fixed income investment by incorporating overlays, arbitrage strategies, credit opportunities and high-grade bonds.
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Clients first.
We are committed to strong client service and strive to understand our client’s needs, aspirations and risk appetite, in order to deliver the right solutions.
Trust & Respect.
We endeavour to treat all clients with sensitivity. We earn the trust of our clients by being transparent and having authentic conversations.
Security.
We are backed by major global financial institutions with world class processing and infrastructure to support our operating model.
Sophisticated, differentiated fixed income strategies, with a focus on capital preservation. See our Funds on offer below:
See our investment philosophyFortlake is committed to responsible investment; Environmental, Social and Governance (ESG) are a standard consideration as part of our investment process. Fortlake is a signatory to the PRI. Fortlake believes that ESG related issues play a critical role in the outlook for overall credit quality. We regularly review ESG related issues in relation to each individual issuer and update the outlook and its implications for credit quality.
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