N. Graham Allen, FCMA®, CGMA®*

Director and Senior Portfolio Manager – International Credit Credit
Los Angeles, CA


Mr. Allen joined Bradford & Marzec, now part of Tortoise Credit Strategies, initially in 1988 and again in 2002. He serves as the international fixed income investments senior portfolio manager and a member of the investment policy and strategy committee. Mr. Allen has 40 years of investment industry experience, including 23 years with Bradford & Marzec and its successor from 1988 to 1998 and 2003 to present. Mr. Allen’s primary responsibilities include developing and directing the international portfolio strategy, including currency hedging and trading for the core plus total return strategy. His analysis of international bond markets and economics contributes to the firm’s overall global macro, top-down strategy for all portfolios. Previously, Mr. Allen was the chief fixed income officer at Wells Capital Management from 1998 to 2002, where he developed overall investment policies and strategies for $15 billion in long-term and $85 billion in short-term fixed income investment portfolios. While at Wells, Mr. Allen managed 25 professionals involved in long-term fixed income investing across a variety of styles and asset classes including core, core plus, municipals, high yield, international, short duration and corporate bonds. He also oversaw 15 fixed income mutual funds. Mr. Allen began his career as an equity investment analyst for CIN Investments, formerly the National Coal Board Pension Funds, one of the largest public pension funds in Europe. In 1982, at CIN Investments, he was promoted to portfolio manager, managing U.K. capital goods equities and ultimately became deputy director of marketable securities with responsibilities overseeing multi-billion dollar equity portfolios including capital goods, retailing and overseas markets. In 1988, Mr. Allen also served as vice president, investments for Heron Financial in Los Angeles, one of the largest private companies in the U.K. at the time. His duties at Heron Investments included overseeing strategic acquisitions as well as managing high yield portfolios for the company’s Arizona-based financial subsidiary. Mr. Allen attended Harrow and Watford Colleges in London. He holds the Fellow Chartered Management Accountant (FCMA) designation awarded by the U.K. accounting body (CIMA).

*Equity owner in Tortoise

N. Graham Allen, FCMA®, CGMA®

555 W. 5th Street

Los Angeles, CA 90013

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