Spectrum Asset Management, Inc.

samipfd.com Direct investor

Spectrum Asset Management is an investment manager specializing in preferred and capital securities. It manages portfolios for institutional clients and offers various investment vehicles including mutual funds and separate accounts.

Spectrum Asset Management, Inc. is an asset manager headquartered in Stamford, United States, founded in 1987. It invests directly in companies, in preferred securities, capital securities and subordinated fixed income. $18.3 billion under management, as it reports.

“Spectrum seeks to provide superior investment returns to investors in preferred and capital securities by: Employing a long-term, actively managed and diversified portfolio approach; Emphasizing fundamental, qualitative and quantitative credit analyses to company and credit selection and relative value analysis to the individual security and sector selection; and Taking advantage of the inefficiencies found in the various primary sectors of preferred and capital securities (i.e. between $25 par retail paper and $1,000 par institutional paper) and junior subordinated debt securities (i.e. contingent capital securities).”

— Spectrum Asset Management, Inc., own website

Layer

Direct investor

Type

Asset manager

Stage

Not applicable

Headquarters

Stamford, United States

Invests in

global

Sectors

preferred securities, capital securities, subordinated fixed income

Founded

1987

Assets under management

$18.3 billion