Author
Cheryl Pollock Stober
Investment Director
December 24, 2019 • 1 min read

Senior Loans: A Slow and Steady Asset Class (Infographic)

  • Alpha Engine Perspectives
  • Research Insights
  • Full Discretion

As we learned in the childhood fable The Tortoise and the Hare, the tortoise’s steady pace puts him ahead of the hare. We like to think of senior loans as the tortoise of the investment universe. Here are some highlights about this slow and steady asset class and how it may help your investment portfolio.

Senior Loans 101_FINALv3

Bank Loans

Indices are unmanaged and do not incur fees. It is not possible to invest directly in an index.

Diversification does not ensure a profit or guarantee against a loss.

Investing involves risk including possible loss of principal.

Past performance is no guarantee of future results.

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