About the manager

BondAdviser is an employee-owned financial services provider based in Australia, specialising in fixed income and credit. Over the past decade, they have evolved from a fixed income securities research business to a comprehensive provider of research, investment management, and capital markets technology. BondAdviser is recognised for their excellence in research, managing over A$ 4 billion in funds under administration and advice. They offer single security recommendations on over 400 live securities and boast a proven performance with an average IRR of 8.5% on analyst buy recommendations since 2018.

Their business philosophy centres on simplicity in complexity, using robust proprietary data, analytics, algorithms, and internal research. BondAdviser's independence from any financial service organisations underscores their unique position in the market, solely focusing on delivering high-quality insights and solutions in the fixed income and credit sectors.

BondAdviser’s investment philosophy

BondAdviser’s investment philosophy hinges on the belief in the value of data, thorough analysis, and rigorous processes to achieve optimal results for clients. Their credit perspective is based on a blend of top-down, bottom-up, and valuation-driven analysis, conducted iteratively by a team of research and portfolio management experts.

In targeting market inefficiencies, they prioritise:

  • Bottom-up credit spread mispricings – the incorrect risk premium for possible credit losses.
  • Top-down relative value mispricings – monitoring cross-asset pricing to identify cheap and rich sectors.
  • Bottom-up private and alternative credit complexity and liquidity premia.
  • Top-down interest rate mispricings – incorrect yield for the forward macroeconomic environment.

BondAdviser believe that data, thorough analysis, and rigorous processes create a foundation for prudent risk management and sustained outperformance in fixed income.


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Important information

The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.  

MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products.  The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements. 

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