SSI Investment Management
Overview
SSI Investment Management is a Los Angeles-based investment advisory firm specializing in convertible securities and alternative fixed income strategies. The firm offers separate accounts and acts as a sub-advisor to multiple 40-Act Funds, providing customized and differentiated investment solutions to institutional clients. Their investment approach emphasizes discipline, innovation, consistency, and capital preservation. The firm's investment strategies include convertible investment, investment-grade convertibles, hedged convertibles, and insurance solutions. They also offer flexible allocation portfolios and have sub-advisory roles in mutual funds and exchange-traded funds (ETFs). SSI Investment Management is committed to delivering superior risk-adjusted returns by applying quantitative disciplines and fundamental research in managing alternative and traditional portfolios for institutional and high-net-worth investors. Founded in 1973, SSI Investment Management is a registered investment advisor with the U.S. Securities and Exchange Commission. As of December 31, 2023, the firm managed approximately $1.95 billion in assets. The firm's team comprises 25 employees, including 11 investment professionals, who have been with SSI for an average of 25 years. Their investment philosophy focuses on delivering long-term value for clients through a commitment to the convertible asset class, integrity, exceptional client experience, discipline, proficiency, and innovation. SSI Investment Management is independently operated but is owned approximately 57% by Resolute Investment Managers Inc., a diversified, multi-affiliate asset management platform. The firm operates under the legal jurisdiction of Delaware and is registered with the Division of Corporations, Department of State in Delaware.
Investment Focus
- Institutional clients
- High-net-worth investors
Portfolio Companies
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Frequently asked questions about SSI Investment Management
What sectors does SSI Investment Management invest in?
SSI Investment Management invests in Financial Services, Insurance, Mutual Funds and Exchange-Traded Funds, and is based in Beverly Hills, California, United States. SSI Investment Management is listed as a institutional investor in the ConnectSafely investor database.
What stage does SSI Investment Management invest at?
SSI Investment Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does SSI Investment Management invest in?
SSI Investment Management invests across United States.
Who are the partners at SSI Investment Management?
Team members listed for SSI Investment Management include George Douglas (Chief Investment Officer) and Bob Peatman (Senior Vice President).
What companies has SSI Investment Management invested in?
SSI Investment Management's portfolio includes First Trust SSI Strategic Convertible Securities ETF and American Beacon SSI Alternative Income Fund.
How do I contact SSI Investment Management?
SSI Investment Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
