PRIVATE PARTNERSHIP
Wellesley offers a leveraged convertible bond strategy available through a private placement for accredited investors and qualified clients only.
This strategy is designed for sophisticated investors seeking enhanced return potential through selective use of leverage within the convertible bond space. Managed by our experienced team, the private partnership leverages Wellesley’s disciplined investment approach, deep expertise in convertible securities, and active risk management to pursue attractive, risk-adjusted returns over full market cycles. This offering may be suitable for clients looking to diversify beyond traditional equity and fixed income investments while maintaining a focus on capital preservation and long-term performance.
Explore how our private partnership strategy can enhance your clients’ portfolios with a focused, actively managed approach to convertible bonds.