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CONVERTIBLE BOND SPECIALISTS

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Market Insights

Inflation and its Impact on Portfolios

Until recently, inflation has been seemingly non-existent. Between 2008 and the beginning of 2021, inflation had increased by approximately 1.6% per year. Fast forward to today — a basket of goods and services as measured by the Consumer Price Index (CPI) has risen by over 5% each month since May 2021.

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Celebrating 30th Year and Over $3 Billion

Wellesley Asset Management Surpasses $3 Billion in Regulatory Assets Under Management as They Celebrate Their 30th Year Anniversary.
Business Wire

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Convertible Investor – Summer 2021

INFLATION IS REARING ITS UGLY HEAD – IS YOUR FORTFOLIO READY?
DOWNSIDE PROTECTION: A CASE STUDY
THE RATIONAL INVESTOR?
Q&A WITH THE PORTFOLIO MANAGERS

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High Yield – High Risk, Low Return

A high yield bond investor earns positive returns in three ways — clipping a coupon or current yield, an increase in value of the bond as holders enjoy the fruits of improved credit worthiness of an investment, or a fall in the general level of market interest rates.

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The Benefits of Synthetic Convertible Bonds

Convertible bond investors are often frustrated with limited investment choices or options regarding convertible securities especially related to sporadic or narrow convertible issuance, or that the universe of companies and sectors with outstanding convertibles is not larger or more diverse.

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Our Story

Wellesley Asset Management, Inc. is an independent, registered investment advisory firm dedicated to providing expert investment advice. Utilizing convertible bonds, Wellesley offers many different types of investors a non-traditional approach to achieving return while seeking to mitigate risk.

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Leadership

Michael Miller
As President and Chief Investment Officer of Wellesley Asset Management, Inc. and a Portfolio Manager of the firm’s mutual funds, separately managed accounts and private fund.
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Greg Miller
CEO and founder of Wellesley Asset Management in 1991, Greg draws on over thirty-five years of investment and financial experience.
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Our Approach

We put the interest of each and every client first.

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SMA

Convertible bonds may be a suitable investment for absolute return oriented, long-term investors. Wellesley Asset Management offers separate account management for registered investment advisors, sponsored managed account platforms and other institutional investors. Convertibles can offer equity market exposure while seeking principal protection and the relative safety of bonds. Convertible bonds may outperform equities over complete bull and bear market cycles and do so with less volatility than a typical stock portfolio.

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Private Partnership

Wellesley offers a leveraged convertible bond strategy available through a private placement for accredited investors and qualified clients only.

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Miller Family of Funds

Wellesley offers three mutual funds that fit a variety of investor risk tolerances with the goal of outperforming equities and fixed income over full market cycles.