PT Asset Management is a Chicago-based boutique fixed income asset manager with the goal of delivering superior long-term results to investors, financial advisors and institutions.
WHO WE ARE
WHAT DIFFERENTIATES PTAM?
We look beyond traditional metrics and apply a dynamic approach to evaluating the future total return of securities over various interest rate scenarios.
Our team uncovers compelling opportunities by applying a bottom up approach that exploits pricing and structural inefficiencies.
Our objective is simple: to provide excess return for investors over time regardless of interest rate movements.
PT Asset Management, LLC (PTAM) was founded in 2008 by partners of its affiliate, Performance Trust Capital Partners LLC (PTCP). PTCP provides broker-dealer services for financial institutions, and saw an opportunity to take advantage of the dislocated credit markets in 2008 by leveraging its fixed income expertise and launching a hedge fund.
PTAMs first mutual fund, the Performance Trust Total Return Bond Fund, was launched.
The Performance Trust Municipal Bond Fund was launched.
The Performance Trust Multisector Bond Fund was launched.
As of December 31, 2023, PTAM manages approximately $6.95 billion in assets across multiple products, including mutual funds and separately managed accounts for institutional investors.
PTAMs first ETF, the Performance Trust Short Term Bond ETF, was launched on 4/9/24
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