Susan Osborn

I am an investment leader & portfolio manager with a track record of transforming market complexity into superior risk-adjusted returns and long-term value creation. With over two decades at one of the world’s largest institutional investors, I built and scaled the Global Convertibles & Equity-Linked strategy into a premier investment capability, and today lead it as a specialized investment platform that combines the agility, accountability, and entrepreneurial mindset of a high-conviction investment team with the governance, scale, and risk discipline of a leading global institution. The strategy has consistently delivered compelling investment returns, while along the way I have become a trusted partner to senior stakeholders on portfolio positioning, investment strategy, and capital allocation.My investment approach combines disciplined fundamental research, capital structure expertise, and rigorous risk management to identify asymmetric opportunities across market cycles. I integrate macroeconomic trends, market dynamics, and company-specific insights to construct portfolios designed to participate in long-term growth while maintaining resilience during periods of volatility and dislocation. I operate at the intersection of equities, volatility, and credit, bringing a differentiated, cross-asset perspective to portfolio construction and capital allocation. My focus is on delivering repeatable alpha and compounding capital through security selection, disciplined risk-taking, and dynamic portfolio construction across market cycles.My investment edge lies in disciplined selectivity, identifying high-conviction opportunities where market expectations diverge from underlying value and the asymmetry between risk and reward is most compelling. Investing across convertibles and equity-linked securities has cultivated a distinct perspective on capital structure, optionality, and risk-reward tradeoffs, while sharpening my ability to develop conviction around innovative technologies and secular growth themes through rigorous analysis of business models, competitive dynamics, and downside scenarios. This framework has enabled me to consistently translate investment insights into high-conviction opportunities characterized by compelling asymmetry and attractive long-term return potential.