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 3/31/181 Month3 MonthYTD1yr3yr5yr10yrSince Inception (2/01/09)
Composite Gross0.00-2.40-2.403.583.074.26N/A8.63
Composite Net-0.02-2.46-2.463.312.783.95N/A8.27
Index*0.25-2.32-2.322.702.303.02N/A6.45
Gross Excess Return-0.25-0.08-0.080.880.771.23N/A2.18

* Bloomberg Barclays 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

Fixed Income Capabilities Guide

Voya exploits alpha opportunities across the fixed income spectrum, with differentiated capabilities beyond traditional sectors.

Approved For: Financial Professional or Qualified Institutional Investor Use Only

Investment Team

Travis King

Travis King, CFA

Co-Head of Investment Grade Credit

Years of Experience: 20

More Info

Travis King is co-head of investment grade credit at Voya Investment Management. Prior to joining the firm, he was a senior fixed income analyst with Reams Asset Management. Travis received a BBA from James Madison University and an MBA from Memorial University. He holds the Chartered Financial Analyst® designation.

Anil Katarya

Anil Katarya, CFA

Co-Head of Investment Grade Credit

Years of Experience: 20

More Info

Anil Katarya is co-head of investment grade credit and senior portfolio manager at Voya Investment Management. Previously, Anil was the head of credit portfolio management and also served as a portfolio manager and credit analyst on the investment grade team since joining Voya in 2000. Prior to joining the firm, Anil was a financial analyst for Mirant Inc. He received a BS in mechanical engineering from Kurukshetra University, India, and an MBA from Georgia State University. Anil holds the Chartered Financial Analyst® designation.

Principal Risks

The principal risks are generally those attributable to bond investing. Holdings are subject to market, issuer, credit, prepayment, extension and other risks, and their values may fluctuate. Market risk is the risk that securities may decline in value due to factors affecting the securities markets or particular industries. Issuer risk is the risk that the value of a security may decline for reasons specific to the issuer, such as changes in its financial condition.