Investment Strategy

Lufkin's core competency is distressed and situational investing in the global credit and fixed income markets. Credit selection is based on top-down and bottom-up fundamental research, capital structure and situational expertise. Lufkin pursues a highly-integrated, research-intensive approach utilizing synergies across its platforms.

Our investment approach draws on a number of underlying disciplines and strengths, including:

  • Fundamental bottom-up credit analysis
  • Top-down macroeconomic and geopolitical risk analysis
  • Credit trading and execution capabilities
  • Work-out and restructuring expertise
  • Risk management discipline
  • Vast network of business relationships
  • Asset management experience
  • Significant history of investing and managing capital over multiple economic cycles

The core management team has deep experience in primary issuance, secondary trading, special situations, restructuring, and distressed debt investing.  The management team constantly shares knowledge and insight between the corporate credit and structured credit investment teams which yields greater insight into indivudal investment thesis.  More broadly this gives us the flexibility and expertise to invest anywhere in the capital structure, including securities, loans and structured products. The firm has successfully utilized this differentiated approach over its established history.

As a private investment management company, we are strongly committed to the alignment of interests between our managers and our investors.  Our principals are required to commit capital into our funds, and are required annually to make additional contributions.  We are committed to making investments that are in the best interests of our clients.

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