• Who We Are

    Pine Crest Corp is one of the world’s premier fixed income investment managers.
    With our launch in 2013 in Santa Monica, California.
    Pine Crest introduced investors to a total return approach to fixed income investing.
    In the 6+ years since, we have continued to bring innovation and expertise to our
    partnership with clients seeking the best investment solutions.

    Pine Crest Corp is one of the world’s premier Diversified income investment managers. With our launch in 2007 in Santa Monica, California. Pine Crest introduced investors to a broad spectrum of credit market sectors including global corporate credit both investment grade and high yield, and emerging market debt. In the 13+ years, we have continued to bring innovation and expertise to our partnership with clients seeking the best investment solutions.

    Pinecrest Corp Diversified Income Strategy(PCDIS)

    What is Pinecrest Corp’s Diversified Income(PCDIS)
    Pinecrest Corp’s Diversified Income Strategy is a multi-sector strategy that invests across a broad spectrum of credit market sectors including global corporate credit both investment grade and high yield, and emerging market debt. The allocation among each of these markets will vary based on Pinecrest Corp’s assessment of global trends and relative valuations. This active and dynamic approach allows for increased responsiveness in asset allocation to changing economic and market conditions while remaining anchored by Pinecrest Corp’s investment process and longer-term orientation. The ability to invest globally helps to improve diversification and may allow investors to benefit from differences in business cycles across regions and credit quality trends across credit sectors.

    Applications for Pinecrest Corp’s Diversified Income Strategy(PCDIS)
    The Diversified Income strategy is designed for investors who desire a fixed income alternative with the potential for a superior yield over core bond strategies, and that may benefit from improving global economic conditions. This strategy allows investors to make the strategic decision to invest across the broad spectrum of global credit sectors while placing the tactical sector, country, industry and issuer decisions with Pinecrest Corp, thereby optimizing credit market exposure amid changing economic and market environments.
    Diversified Income differs from typical fixed income strategies where returns tend to be driven mainly by changes in interest rates within developed markets. Adding a Diversified Income strategy to a traditional fixed income portfolio has the potential to both increase portfolio yield and reduce the overall volatility. As such, this strategy may serve as both a complement to a traditional fixed income portfolio or as a replacement for stand-alone allocations to individual segments of the global credit market.


    Pine Crest Corp partners with a wide range of institutions, including corporations, central banks, universities, endowments and foundations, and public and private pension and retirement plans. In addition we work with financial advisors and thousands of individual investors pursuing personal financial goals, from preparing for retirement to funding higher education. Investing our clients’ assets is a tremendous responsibility, and for that reason there can be no shortcuts. We work relentlessly to help these investors reach their goals.



    Prepared. Pine Crest Corp believes that performance starts with preparation. We conduct exhaustive research and analysis to continuously evaluate the world’s changing risks and opportunities, from broad economic trends to individual securities. Our aim is to deliver forward-looking solutions that maximize the possibilities for our clients.



    Tested. There is no substitute for experience. Our distinctive top-down, bottom-up investment process has been tested in every market environment. That process is more than any one person – it is fundamental to our firm and will guide our efforts on behalf of our clients.



    Invested. Pine Crest Corp believes there is nothing more important than the partnership with our clients. Markets don’t stand still and neither do we, innovating to build solutions to meet investors’ evolving needs. We are invested in helping our clients achieve what they set out to accomplish.

    Risk Management
    Pinecrest corp has focused on risk management since our founding in 2007. As new technologies and financial instruments develop, we strive to ensure that our risk management procedures remain effective and that we stay ahead of our competition. We dedicate significant financial and intellectual resources to address risk management.

    We feel risk manifests itself in two main forms – investment and operational. Effective investment risk management begins with the identification of client objectives and their level of risk aversion. From there, we develop a set of appropriate investment guidelines and effective risk measures. Advanced proprietary analytics allow us to model securities under a multitude of scenarios including best and worst cases. We believe the decision to hold a security is just as important as the decision to buy. As a result, we price and re-evaluate portfolio holdings on a regular basis.

    Operational risk is equally as important as investment risk. Operational risk deals with problems or errors that may arise during day-to-day operations of the firm. Our organizational structure is designed to cope with this organizational risk. This is accomplished by segregating responsibilities for portfolio management, account management, and investment support monitored by an independent compliance group. At Pinecrest Corp, we have embraced this methodology from our inception and it has benefited both our clients and the organization as a whole. Our system has clearly defined checks and balances to provide reasonable assurance that all risk exposures are handled in an appropriate manner.


    Helping clients achieve their investment objectives

    We are well-positioned to help clients achieve their investment objectives.

    Pure focus on investing

    We believe the best investment insights come from specialized investment teams with discrete investment perspectives, operating under a disciplined philosophy and process with strong risk oversight. Our pure focus on investment management eliminates the distractions that compromise results.

    Depth of investment capabilities

    We offer a wide range of single-country, regional and global capabilities across major equity, fixed income and alternative asset classes, delivered through a diverse set of investment vehicles.















    Organizational strength

    As an independent firm, our global organization is solely focused on investment management. We direct all of our intellectual capital, global strength and operational stability toward helping clients achieve their investment objectives. We have:

    • A broad and deep presence in key markets across the globe.
    • Proximity to our clients with an on-the-ground presence in more than 25 countries.
    • Solid margins, financial stability and the resources to continue our long-term investment in the business.
    • Over 700 highly engaged and motivated employees focused on client needs.
    • A proven management team with a solid track record.



    about us

    In Numbers

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    The Areas of Practice