Investment Grade Credit | Voya Investment Management

Investment Grade Credit

Approach

The Investment Grade Credit strategy employs a total return approach, offering a comprehensive yet focused approach to investing in the full range of investment grade U.S. corporate bonds. We believe that selecting securities based on rigorous credit research and a keen awareness of credit cycles is critical for identifying investment opportunities and managing downside risk.

Key Benefits

  • Experienced, Consistent Team: Dedicated team with extensive experience across wide array of credit strategies and mandates with unique risk/return and duration profiles, which allows for more unique balance and insight when making investment decisions
  • Advantaged Security Selection: Our analysts maintain multiple touchpoints with corporate management teams, allowing for deeper insight into corporate trends and management styles
  • Genuine Investment Grade Allocation: Our strategy is simple and "pure" to provide investors with direct U.S. investment grade credit exposure, no currency exposure, and no duration bets

Performance

Performance

As of 6/30/241 Month3 MonthYTD1yr3yr5yr10yrSince Inception (2/01/09)
Composite Gross0.660.100.085.37-2.771.593.176.27
Composite Net0.640.03-0.055.10-3.021.332.905.95
Index*0.64-0.09-0.494.63-3.030.622.344.62

* Bloomberg U.S. Corporate Index

Past performance does not guarantee future results.

Periods greater than one year are annualized. Performance data is considered final unless indicated as preliminary. Monthly performance is based on full GIPS Composite returns. Access the GIPS page for full composite details.

The Composite performance information represents the investment results of a group of fully discretionary accounts managed with the investment objective of outperforming the benchmark. Information is subject to change at any time. Gross returns are presented after all transaction costs, but before management fees. Returns include the reinvestment of income. Net performance is shown after the deduction of a model management fee equal to the highest fee charged.

Literature

Investment Team

Anil Katarya

Anil Katarya, CFA

Global Head of Investment Grade Credit

Years of Experience: 26

Years with Voya: 24

Anil Katarya is global head of investment grade credit and senior portfolio manager at Voya Investment Management. Previously at Voya, Anil was the head of credit portfolio management and served as a portfolio manager and credit analyst on the investment grade team. Prior to joining Voya, Anil was a financial analyst for Mirant Inc. He earned an MBA from Georgia State University and a BS in mechanical engineering from Kurukshetra University, India. He is a CFA® Charterholder.
Travis King

Travis King, CFA

Head of U.S. Investment Grade Corporates

Years of Experience: 26

Years with Voya: 19

Travis King is head of U.S. investment grade corporates at Voya Investment Management. Prior to joining Voya, he was a senior fixed income analyst with Reams Asset Management. Travis earned an MBA from Memorial University, Canada and a BBA from James Madison University. He is a CFA® Charterholder.

Disclosures

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