Daniel Dolan speaks to Jean Maunoury

24th April, 2023 | Fixed Income

Jean  Maunoury, Deputy CEO & CIO Research & Investment at iM Global Partner, and Daniel Dolan, Founder and Managing Member of Dolan McEniry, discussing their long-standing partnership. Highlighting a commitment to active management, Daniel shares insights into his firm’s no-default record since 1997, attributing success to a disciplined, conservative approach focused on credit selection, avoiding derivatives, and maintaining a consistent four-year duration. Their strategy avoids financial sector bonds and instead emphasizes companies with strong cash flow, brand leadership, pricing power, and resilient fundamentals. Jean emphasizes how Daniel’s approach—free from duration bets and exposure to cyclical sectors, complements other fixed income managers. The discussion also covers 2023 fixed income expectations, with Daniel expressing optimism about current yields and portfolio positioning to take advantage of market volatility. The video underscores a differentiated, risk-averse investment philosophy designed to deliver consistent returns through all market cycles.