Osmosis Global Credit Strategy
Capture the Transition – Sustainable Investing drives Alpha
Our unconstrained Global Credit Strategy aims to outperform the benchmark through a disciplined, research-driven approach. We combine rigorous credit analysis with active portfolio management to deliver consistent returns across market cycles. Our investment process is grounded in fundamental research, supported by advanced technology and proprietary models, ensuring that every decision is informed, incorporates sustainability, and is aligned with client objectives. The strategy can hold up to 20% off benchmark positions.
Sustainability drives Performance
We believe sustainability is not a constraint – it is a source of opportunity and performance. The global transition toward a sustainable economy is reshaping markets, creating new risks and rewards. Companies that adapt will thrive; those that ignore sustainability will face mounting challenges. Our vision is clear: sustainability drives alpha. By integrating sustainability science into financial analysis, we ensure that our Global Credit Strategy is both future-fit and performance-driven.
The Transition Investment Framework
Our proprietary Transition Investment Framework allows us to integrate sustainability into our Global Credit Strategy. We evaluate companies across three dimensions:
- Current Impact: How a company’s products and operations affect sustainability today.
- Future Impact: Whether the company is credibly transitioning through green investments, innovation, and revenue shifts.
- Financial Health Impact: How the transition affects the company’s financial resilience and creditworthiness.
The outcomes of the framework guide portfolio construction and enable transparent sustainability reporting. Our forward-looking approach ensures that sustainability drives alpha and pursues positive impact as described in our Whitepaper about our Transition Investment Framework.
Investment approach
Our unconstrained investment approach, refined over two decades and explored in Verberk’s 2024 book “Bias”, balances global-macro economic analysis with detailed bottom up company research. We seek companies that are better prepared for the future by embedding negative externalities, inevitable policy responses, and corporate strategies. So, instead of exclusions we maximise alpha and forward looking Transition elements.
The general sustainability and research philosophy applied in these strategies is described in the ESG Policy document on this website.
Capital at risk. The value of investments and the income from them can fall as well as rise, and investors may not get back the amount originally invested. Past performance provides no guarantee for the future.
Reasons to Invest
Our team has been advancing the frontier of sustainable investing for years, renowned for pioneering SDG scoring, climate related investing and science-based approaches. We invite clients to join us in this new endeavor, building portfolios that deliver returns while accelerating the global transition.
Process
Our approach combines a “winning by not losing” philosophy and market cycle research. We believe sustainability directly drives performance results – not through simple exclusions, but by identifying meaningful forward-looking green capital investments and pricing negative externalities.
Parent
Osmosis IM NL operates alongside Osmosis IM UK, a €18bn sustainable equity specialist. Both companies share operational excellence, sustainability insights, and distribution capabilities while maintaining distinct investment focuses.
People
Our team brings over 20 years of experience per professional, combining long-term perspective with passion for sustainable investing and credit management. All team members have equity participation, aligning our interests with long-term client outcomes.
Proprietary Data
We leverage proprietary data frameworks and advanced reporting capabilities while dramatically enhancing productivity. Our technology-driven approach enables two concrete client benefits: lower fees and better research.
Performance
The team is known for several business cycles without credit defaults or distressed sales. Performance is focused on credit risk and no other performance drivers are relevant. The team embraces AI for deeper, faster and non-linear research embedded in traditional research.