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Our investment approach

Post Advisory Group is a client-centered, active credit investment management firm that combines deep investment knowledge and a disciplined risk-management approach with a goal of delivering attractive risk-adjusted returns across macro-economic and market cycles. Serving a growing global client base of institutional investors, we focus on highly specialized asset classes that require profound credit understanding and extensive research.

For over 30 years, our investment philosophy, disciplined investment process, active management style, experienced team, and commitment to high touch client service have driven our purpose. We offer a comprehensive suite of high yield, senior loan, and structured credit products with a broad spectrum of risk and duration profiles. With an experienced, committed, and diverse team of around 50 people, we believe we can be more nimble, opportunistic, and adaptable to our clients’ needs.

The foundation of our investment philosophy has remained consistent since inception of the firm—a relentless focus on identifying high-quality bonds and senior loan issuers whose balance sheets and business models can endure different kinds of volatility.

  • Investment philosophy
    Our investment philosophy is focused on the avoidance of defaults and capital impairment, which we believe should result in attractive risk-adjusted performance and lower volatility relative to market benchmarks.

  • Credit selection
    The foundation of our investment approach is based on extensive bottom-up fundamental credit research and analysis, focused not only on quantitative but also qualitative factors.

  • Macro and technical overlay
    We augment our bottom-up fundamental credit research with a top-down macro and technical overlay to assess relative and absolute value and strategically position our portfolios through macroeconomic and market cycles.

  • Catalyst identification
    We conduct thoughtful analysis of potential catalysts in conjunction with disciplined pricing of negative event risk and positive optionality to help evaluate relative and absolute value and manage risk.

  • Position signing
    We proactively and opportunistically scale in and out of positions to help maximize value and right-size positions based on market conditions and liquidity considerations.

Explore our featured fixed income strategy.

To help you diversify your opportunities, we continually review fixed income markets to identify and offer strategies to meet your objectives.
Post Limited Term High Yield
Relying on intensive credit research to invest in short duration high yield issuers with significantly lower expected volatility.

Sustainable investing approach

We understand sustainability factors are worth consideration not only to mitigate risk, but also to identify opportunities. By viewing investments through a sustainability lens, we can more effectively assess each opportunity, resulting in more thoughtful credit selection and potentially better risk- adjusted performance for clients.

  • We are committed to integrating sustainability into our investments and aspire to observe the Sustainable Development Goals.

  • We developed a proprietary quantitative ESG scoring model to augment our deep sector-level knowledge.

  • Our ESG scorecard is designed to equally weight environmental, social, and governance factors for the credits we underwrite.

Get to know our fixed income investment teams.

Our fixed income investment teams have a track record of solving for a wide range of personalized investor objectives.
Principal Alternative Credit

A seasoned investment team with significant credit investment experience across all major industries and market cycles, focused on providing our global investment base access to private credit solutions.

Principal Finisterre

As a specialist emerging market debt manager committed to delivering solutions that can perform in any market condition, the team utilizes a unconstrained, time-tested approach to managing income, volatility, and liquidity.

Principal Fixed Income

A global platform of integrated and specialized teams focused on delivering innovative, actively managed total return and yield-oriented investment solutions through capabilities that span all major fixed income sectors.

Principal Morley

Specializes in managing capital preservation strategies and designing customized stable value solutions through a risk-managed, multi-stage construction approach, incorporating a proprietary optimization model.

Spectrum Asset Management

Extensive experience in managing global preferred and capital securities with a robust fundamental credit research approach, including both top-down and bottom-up analyses that lead to selective and thoughtful portfolio construction.

Get the latest insights.

Past performance does not guarantee future results.

Fixed‐income investment options are subject to interest rate risk, and their value will decline as interest rates rise. Risk management techniques seek to mitigate or reduce risk but cannot remove it.

ESG integration is considered across all actively managed asset classes, with the approach determined by each investment group’s process. This information is specific to the strategies managed by the individuals providing this content and various investment teams across Principal may have differing views of this approach.

Post Advisory Group, LLC is an affiliate of Principal Global Investors.