Jin A. Lee

SAMNY focuses on a fixed income investment strategy for its client accounts, primarily in high-grade and short-term and long-term US corporate and treasury bonds, and Canadian bonds. The firm employs a top-down and bottom-up approach in its investment analysis. Investment teams consisting of portfolio managers and research analysts analyze a number of securities for consideration to include in an investment portfolio. Their portfolio construction process to a certain extent diversifies holdings across sectors, market capitalization, weightings, and other variables in order to mitigate risk.