Bantleon acquires majority stake in an awarded convertible bond specialist

> Acquisition of majority stake in convertible bond specialist Credit Suisse Investment Partners AG (CSIP)

> Team and management remain fully on board

> The transaction underlines our ambition to be the leading bond manager in the German-speaking region

> The company will operate under the name Bantleon Convertible Experts AG in future
More information in our media release

Credit Suisse Investment Partners AG

Credit Suisse Investment Partners was founded in 2007 by Stefan Hiestand under the name AgaNola AG as a convertible bond specialist. In March 2020, AgaNola and Credit Suisse Asset Management (CSAM) deepened their partnership in convertible bonds through a business combination under which CSAM obtained a majority stake. The team consists of five specialists who have been with the company for an average of seven years and have more than 14 years of experience in asset management. These include the two lead portfolio managers Rossitza Haritova and Lukas Buxtorf, who are ranked among Europe’s best portfolio managers for convertible bonds by Citywire.

Time for convertible bonds!

Convertible bonds offer the upside potential of equities combined with the benefits of bonds.
The market is enjoying rapid growth, and attractive investment prospects abound.

Why convertible bonds?

Convertible bonds are a unique asset class – they offer investors the potential for equity-like growth while providing downside protection similar to that of a fixed income instrument. Given their asymmetric risk-return profile, convertible bonds tend to perform well in many market scenarios and are a compelling long-term contributor to returns in a multi-asset-class portfolio.

With active management, convertible bonds can be better positioned to achieve the investment objectives.

Why Credit Suisse Investment Partners AG?

Credit Suisse Investment Partners AG is a specialised boutique with a leading position in global convertible bonds and other asymmetric and convex investment strategies. Investors have been benefiting from the outstanding track record in actively managing global convertibles since 2007. With defensive, balanced, and dynamic global convertible bond strategies on offer, the various needs of investors are met.


Focused: four mutual funds plus segregated accounts with a volume of around EUR 1 billion in convertible bonds

Awarded: flagship fund CSIP (Lux) Global Investment Grade Convertible Bond Fund with a 5-star rating from Morningstar and best fund in its category in Europe according to the Lipper Fund Awards in a 3-year comparison

Ambitious: probably the best convertibles manager in Europe in the conservative segment

The three convertible bond strategies

Investment Grade: investments with high credit quality, which guarantees stable bond floors

Balanced: balanced risk-return profile, with higher portfolio turnover and credit risk because of exposure to issuers rated below investment grade

Dynamic: high performance potential, with higher volatility and credit risk because of exposure to issuers rated below investment grade

The products

CSIP (Lux) Global Investment Grade Convertible Bond Fund

CSIP (Lux) Global Balanced Convertible Bond Fund

CSIP (Lux) Convert International Bond Fund

CS (Lux) Global Value Bond Fund


Legal information: For information purposes only. On no account does the information supplied constitute an offer or a recommendation to buy or sell the investment funds, nor is it to be regarded as financial, taxation or other professional advice. Bantleon provides no guarantee with regard to the accuracy or completeness of the information and opinions supplied and does not accept any liability for losses which might arise from making use of this information or opinions. The investment funds may be purchased only on the basis of the most recent sales prospectus, the key investor information document (if a UCITS) and the most recent annual report (or half-yearly report, if this is more recent), which are all available from this website. These documents contain more complete and detailed information of risk, fees, charges and expenses that are to be borne by an investor and therefore should be read carefully before investing. Investing in investment funds involves risk, including possible loss of principal. There is no assurance that the investment objective of any investment fund will be achieved. Past performance is no reliable indicator of future results. If not indicated otherwise, the fund performance is calculated in the fund currency; returns in other currencies may be higher or lower as a result of currency fluctuations. Performance indications do not consider commissions levied at subscription and/or redemption; performance would be lower if such commissions were included.

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