PT Asset Management specializes in fixed-income and credit markets, seeking investment opportunities in areas like asset-backed securities, municipal bonds, and corporate bonds. The firm provides portfolio management services to registered mutual funds, an exchange-traded fund, and separately managed accounts for individual investors. PT Asset Management uses a quantitative approach to select debt securities designed to generate outperformance across various interest rate environments and market conditions. The firm primarily serves institutional investors, mutual funds, and high-net-worth individuals, requiring a significant initial investment for individual separately managed accounts.
Fee Structure
PT Asset Management charges management fees based on a percentage of the market value of your portfolio. The exact fee rate is determined through negotiation and outlined in your written agreement with the firm. Fees are generally billed monthly or quarterly in arrears, and PT Asset Management does not charge fees in advance.