OUR
STRATEGIES
To truly understand Polygon's strategies, you have to consider our motivation. We believe we are in the business of maximizing investment returns, rather than building AUM. Our focus is concentrated on structural alpha, the bedrock of opportunity on which strategy is built. That is our primary consideration and everything follows from there.
Convertible Securities
Polygon's convertible bond strategy focuses on convertible securities in Europe and North America, leveraging our presence in New York and London to construct a single, cohesive portfolio across regions. In contrast to many convertible-focused hedge funds, we favour a concentrated and heavily-researched portfolio with a focus on low correlation and catalyst-driven opportunities. We leverage our substantial direct event-driven and convertible expertise, along with our fundamental credit/equity analysis and portfolio management skills to build this portfolio.
This strategy is led by CIO Mike Humphries and Rob Dorfman.
View latest news: 2011 EuroHedge Award Winnner - Convertible Volatility and Event Driven, 2011 HFMWeek Award Nomination within the Newcomer - Other category, 2010 EuroHedge Award Nomination - Best Smaller Fund category, Convertibles from a Different Angle
Mike Humphries
Principal and Chief Investment Officer
Rob Dorfman
Principal and Senior Portfolio Manager