Opportunities Bond

Investing across the full credit spectrum

Our approach

Credit markets are diverse and constantly evolving. By investing across the corporate credit spectrum, a flexible bond strategy can adapt to changing market conditions and seek opportunities wherever they arise.

Our strategy is unconstrained by traditional benchmarks, allowing us to allocate capital wherever we see the most compelling opportunities. Combining rigorous fundamental research with active portfolio management, we seek to generate attractive returns while maintaining a strong focus on diversification and risk control. Sustainability is integrated throughout the process and forms part of our assessment of long-term investment opportunities.

How we invest

Long-term capital growth

We aim to deliver attractive long-term returns by investing across a broad opportunity set within corporate credit.

• Combining high yield, non-rated and attractive investment grade bonds
• Assess absolute return potential
• Diversify across sectors and instruments

Opportunity driven

We believe flexibility and active management are essential to navigate changing credit markets.

• Focus on attractive risk-adjusted returns
• Adapt to evolving market conditions
• Prioritise diversification and risk control

Flexible and fundamental

Our team combines bottom-up credit analysis to articulate conviction views on issuer, together with top-down market views to identify fundamentally convincing investment opportunities in a risk controlled manner.

• Invest without benchmark constraints
• Use rigorous fundamental credit research
• Manage risk through diversification and active portfolio construction

Fund library

Visit our fund library for fund information and sustainability-related disclosures

View our funds

Strategy overviews

Opportunities Bond Strategy Overview

Related insights

There’s a saying in Dutch, Kom verder, it means many things and it’s our business philosophy. It captures the way we work with clients but also the way we steer our investee companies to deliver shareholder value through active engagement.

Capital at risk. The value of investments and the income from them can fall as well as rise, and investors may not get back the amount originally invested. Past performance provides no guarantee for the future.

Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at 20 Gracechurch Street, London, EC3V 0BG Tel: +44 (0)20 3636 9400. Van Lanschot Kempen Investment Management (UK) Ltd, is authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.