The New York Times recently profiled AllianzGI Convertible Fund (ANNPX) as one strategy with returns “so lofty they look like typos.” AllianzGI Convertible Fund delivered a 26.3% return in the second quarter, outperforming the S&P 500.
The specialized AllianzGI Convertible & Income Fund II team has extensive experience managing funds, with senior members building unique platforms and working together more than 15 years. The team, headed by Douglas Forsyth, has a solid history of long-term performance in the convertible bond arena.
“Our skill at identifying companies that have the ability to meet or exceed expectations with a high degree of visibility and a sound balance sheet is our recipe for success.”
CFA, Managing Director, Portfolio Manager, CIO US Income & Growth Strategies
Mr. Forsyth is a portfolio manager, a managing director and CIO US Income & Growth Strategies with Allianz Global Investors, which he joined in 1994. He is the head of the firm’s Income and Growth Strategies team and a member of the firm’s US Executive Committee.
Mr. Kass is a portfolio manager and managing director with Allianz Global Investors, which he joined in 2000. He has portfolio management, research and trading responsibilities for the Income and Growth Strategies team. In 2003, Mr. Kass was promoted to portfolio management and began handling day-to-day portfolio manager responsibilities for the firm’s US Convertible strategy in 2005. He is also a lead portfolio manager for the firm’s Income & Growth strategy since its inception in 2007.