Entities

Concise Capital Management

Concise Capital Management

Concise Capital Management is a registered investment adviser that specializes in short-duration, under-followed, high yield bonds. The firm follows a disciplined portfolio construction process based upon fundamentals, concentration, liquidity, and price. It seeks value in underfollowed, tradeable high yield issues that turn into cash within three years. Interest income produces most of the portfolio return with no leverage.

  • Concise Capital manages assets for international and U.S.-based institutions, family offices, and high net worth individuals in pooled funds and separate accounts.