Wellesley Asset Management, INC.

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Home | Wellesley Asset Management Skip to main content menu Home About Our Story Our Leadership Advisory Board Our Approach Why Long-Only Convertible Strategies Why Convertible Arbitrage Perspectives Contact Alternative Fixed Income Innovating Fixed Income Through Convertible Investing Learn More Alternative Fixed Income for Dynamic Portfolios The Miller Family of Funds provides access to convertible securities through two complementary strategy categories designed to enhance portfolio construction. CORE LONG-ONLY STRATEGIES Convertible-Based These strategies invest primarily in balanced profile convertible bonds emphasizing bond‑like characteristics and modest equity participation. For our similarly managed mutual funds visit our Fund site. Role in Portfolios Balanced convertible bonds can serve as an enhanced fixed income solution - potentially offering more upside without taking on incremental risk. When paired with traditional fixed income, balanced convertible bonds can add diversification and alpha to portfolios. HEDGED-MARKET NEUTRAL STRATEGIES Convertible Arbitrage These strategies utilize convertible arbitrage by taking long positions in convertible bonds and short positions in the underlying equities to capture relative value opportunities. For our similarly managed mutual funds visit our Fund site. Role in Portfolios Convertible arbitrage strategies can provide an alternative source of return within fixed income and alternative allocations while maintaining a disci

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