The key strength that sets PineBridge apart from peers is our repeatable, time-tested and differentiated process in our Life Cycle Categorization framework, which we have been practicing for over two decades. We believe it contributes to our ability to generate alpha across varying market cycles.

The Firm’s equity philosophy and process at PineBridge is based on a company’s Life Cycle Categorization and it is implemented across the entire PineBridge equity platform. This approach was established in the 1990’s and has remained consistent. It serves as the common, consistent language that allows our Team to leverage locally focused insights while connecting our global investment teams.

All PineBridge Equity strategies apply a disciplined Life Cycle framework and seek to deliver excess returns by building an appropriately diversified, risk controlled portfolio. We believe that ranking companies within similar groups of stocks based on these Life Cycle stages is more effective than ranking the entire universe or ranking within static and heterogeneous sectors. PineBridge’s Quantitative Equity strategies, known collectively as the Research Enhanced platform, apply this same Life Cycle framework in a systematic fashion, quantitatively ranking stocks within their respective Life Cycle categories.

Our approach is style agnostic and allows the investment teams to consider the entire investment universe, rather than subject it to a predetermined style biases. We find that such biases often lead to good performance in certain environments and not in others. Thus, we believe our style agnostic approach can perform well regardless of the market environment. We expect the portfolio to continue to perform consistently throughout the course of a market cycle.

We believe that we have the expertise to deliver a range of fundamental and quantitative strategies with a common core investment philosophy and process.

In Fixed Income, we focus on credit-oriented sectors in developed investment grade, emerging market debt, leveraged finance and multi-sector credit and actively navigate shifts in cycles and markets, to uncover new opportunities.

We emphasize the importance of data and independent analysis through our fundamentals, valuations and technical framework in our credit research and leverage regular, formalized knowledge sharing between our teams of fixed income experts.

PineBridge’s flagship Global Dynamic Asset Allocation Strategy is based on our intermediate-term and fundamentals-driven investment philosophy, with a time-tested process that is proven across market cycles, and importantly across both de-risking and re-risking markets.

Our Global Multi-Asset Team (the “GMAT”) is one of the longest tenured and experienced in the industry. The top investment professionals of the GMAT have worked together for nearly a decade or more on the process and philosophy, under industry veteran and PineBridge Global Head of
Multi-Asset Michael J. Kelly.

The geographic and asset class breadth of PineBridge’s platform is comparable to the largest asset managers, yet of the only two dozen who are truly global and multi-asset, we are the only mid-size firm. The other firms are of a much greater size. Our mid-size status has proven to be a huge advantage. For asset allocation purposes, connecting the dots is more important than the depth of each dot. Large firms silo their teams. Most of these have not been able to translate this conceptual advantage into portfolio returns over time. Our demonstrated ability to do so is evidenced by the largest alpha in selecting beta of any global multi-asset firm over the last decade, in many differing market environments, demonstrating the advantages of a breadth of insights, once connected and properly synthesized. This breadth with connectivity and collaboration is also a benefit when
partnering, where we open up direct contact with the most exciting ideas we unravel across this network.

Furthermore, our high percentage of total alpha from asset allocation is to some degree unique in the industry, and what we believe most prospects and partners seek in a multi-asset manager. It is absolutely essential as the new incremental alpha in a world of lower nominal returns looking forward.

Ultimately, solving asset allocation challenges has been part of the GMAT’s longstanding heritage, and our accomplishments speak to the success of our approach.

Our Leveraged Finance Group (the “LFG”) manages an integrated leveraged finance platform that provides the flexibility and experience to successfully incorporate opportunistic exposures (e.g., High Yield Bonds, European loans, Floating Rate Notes, Stressed Debt, CLO Tranches). However, our core strength and leaning is managing portfolios of broadly syndicated loans (institutional tranches > US$250 million) that have an active secondary market that facilitates accumulation and exit.

It is important to find a manager that can deliver consistently superior performance in this sector through various economic scenarios and investment cycles. The LFG maintains a disciplined, credit-sensitive investment process that allows us to manage downside risk and liquidity, while historically delivering consistent excess returns over an extended period of time . Our process also provides the confidence to step into market dislocations to buy loans when market confidence weakens.

Our credit culture is heavily biased toward relentless monitoring of credit. We employ a great deal of human and informational resources in following credits in our portfolio, and we have adopted a culture, which reinforces constantly the need to be ahead of changes in the credits we own.

With expertise in primary private equity, private credit and secondaries, PineBridge can build a diversified, comprehensive solution to fit unique client mandates with flexibility to adapt to evolving market conditions. This not only enhances the investment team’s sourcing capabilities and coverage, but allows them to create optimal portfolios to meet specific client objectives including but not limited to; duration, cash yield and geographic diversification.

On the private side, we offer select strategies that capitalize on unrecognized growth opportunities in the middle market space. Our private equity strategies focused on global small and middle-market opportunities have resonated with investors’ need for yield and growth, and we have expanded private capital capabilities by offering direct lending to lower middle-market sector.

We offer clients compelling opportunities and bespoke solutions focused on the global middle-market where we believe strong potential resides.