Tortoise invests in assets and services that serve essential needs in society and can also serve essential client needs, such as diversification and income. The Tortoise credit platform builds upon more than 30 years of experience in fixed income investing. Through a variety of investment vehicles, Tortoise provides access to a wide range of client solutions, focused on their evolving needs.

  • People

    The highly experienced senior investment
    team averages 29 years of investment experience

    1. Supported by seasoned sector specialists and
      in-house credit analysts
    2. Fixed income investing since 1984
    3. Team members have managed fixed income assets through multiple economic and financial cycles
  • Philosophy

    Our philosophy has remained consistent since inception

    1. The same investment philosophy has produced sound results since the company was founded
    2. Our emphasis on liquidity enables us to position portfolios in anticipation of market cycles
    3. Our conservative philosophy has shown resiliency in times of market stress
  • Process

    Our top-down, bottom-up, repeatable investment process has been refined over decades of market and economic cycles 

    1. Top-down, team-based process sets portfolio parameters and targets relative value and market inefficiencies
    2. Portfolio managers develop industry strategy based on top-down economic and business cycle trends and credit analyst assessments
    3. Excess return targeted by actively managing the drivers of performance, primarily duration/ yield curve, sector/industry rotation and credit selection, against the benchmark
  • Performance

    Long-term performance goal 

    1. To produce competitive risk-adjusted returns exceeding the benchmark over multiple market cycles, primarily through security selection and sector/industry rotation
    2. Successfully navigated volatile markets, including 2008 and 2014 - 2016

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You are now leaving Tortoise website and are going to a website that is not operated by Tortoise and its affiliated companies. We are not responsible for the presentation of information on this site. If you select Continue, please note: The articles on the third-party websites contain the opinions of the author(s) and those interviewed by the author(s) but not necessarily those of the advisor, funds or distributor. The articles are distributed for educational purposes and should not be considered investment advice, an offer of any security for sale, or a recommendation of any particular security, strategy or investment product.


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