Red Cedar's investment philosophy

Our philosophy

Red Cedar Investment Management believes that a rigorous, fundamental investment process which focuses on what we believe are the most attractive securities in the income universe can help produce improved risk adjusted returns for clients. Further, we believe that income is the primary driver of fixed income returns over time and that superior performance can be achieved by finding cheap cash flows via a fundamental value approach.

We believe our flexibility, nimbleness and ability to use a wide range of asset classes provide us with more opportunity to find value than is the norm. This can result in our ability to find opportunities under the radar of larger competitors, and unique potential for our firm to add alpha¹ to client portfolios.

¹ Alpha is a measure of an investment's excess return compared to a benchmark.