Investment Strategies
Mortgage Backed Securities
Strategy overview:
Our public markets strategies cover commercial and residential mortgage backed securities
- Provide investment advice with respect to $2bn1 in mortgage-related assets
- Our seasoned team structures and manages bespoke portfolios for investors seeking alpha in the mortgage backed securities markets
- Data is essential to MBS investments – Our differentiated technology2 blends rich asset level detail, quantitative capabilities and strong fundamental insights that provide a differentiated view into fundamentals driving asset performance
- We believe these tools provide Amherst Capital an enhanced ability to identify value and opportunities within this large and diverse asset class
Mortgage Backed Securities
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Sean Dobson Chief Executive Officer and Chief Investment Officer
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Karen Gemmett Head of Mortgage Backed Securities & Lead Portfolio Manager
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Eric Seasholtz Portfolio Manager
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Jasraj Vaidya Senior Research Analyst
1 - As of December 31, 2020.
2 - Provided through Amherst InsightLabs (“AIL”). Amherst Capital has an exclusive license with AIL in the asset management industry. AIL is an affiliate of Amherst Holdings, LLC.