Investment Portfolio

INVESTMENT PROCESS1

Top-down and bottom-up approach with multiple potential alpha sources

Investment Process Investment Process
ASSET ALLOCATION2
Asset Allocation Asset Allocation
HIGHLIGHTS
Traditional Credit
50 – 70% will invest in high yield bonds, floating rate loans and investment grade corporate bonds
Alternative Credit
30 – 50% invests in meaning “special situations”, mezzanine debt, “club” loan transactions and private corporate loans3
Currency Management
A portfolio fully hedged to GBP
Diversification
Diversified across sector, region and quality
PERFORMANCE & STATISTICS
CURRENT INVESTMENTS
PET VET CARE CENTRES
Pet Vet Care Centres is a nationwide veterinary service provider operating over 200 hospitals, based in the U.S.
B.C.A
B.C.A is the number 1 car auction business in the UK and EU. It also owns the ‘We buy any car’ used vehicle buying platform.
Fund Literature
Access key documents library for NBMI including factsheets, holdings, financial reports and corporate governance.
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