PT Asset Management, LLC

About

PT Asset Management, LLC (PTAM) is a Chicago-based boutique fixed income asset manager that seeks to deliver superior long-term results to investors, financial advisors and institutions. Our investment team uncovers compelling opportunities by looking beyond traditional metrics and applying a dynamic approach to evaluating the future total return of securities over various interest rate scenarios.

As of March 31st, 2024, PTAM manages approximately $7.7 billion in assets across multiple products, including mutual funds and separately managed accounts for institutional investors.

Investing in bonds involves risk; including loss of principal.

PT Asset Management (PTAM) is the advisor to the Performance Trust Funds, which are distributed by Foreside Fund Services, LLC.

To learn more, please visit www.ptam.com.

Keywords

investment management, fixed income, mutual funds, hedge funds, structured credit, nonagency residential mortgage backed securities, municipal bonds, asset management

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