Osterweis’ Sustainable Credit Team conducts deep fundamental credit research on corporate debt, including measuring a company along a proprietary Sustainability Spectrum®. The Sustainability Spectrum® shifts the focus beyond traditional environmental, social, and governance (ESG) factors to intentionality, proactivity, and progress.

Sustainability Spectrum Stages

Sustainability Spectrum® Using Capital to Reward Company Progress
Awareness Demonstrate awareness of environmental, social and governance issues most impactful to the industry or business
Strategy Evidence of a clear strategy to address sustainability issues from a competitive, financial materiality and an evolutionary perspective
Execution Must show meaningful strides towards improvements in sustainability best practices
Measurement Determine how to measure efforts and defining what success means over what time period
Swipe Table for Full Data

Tracking Progress

The team uses its proprietary GreenSlate™ software to document track companies progress over time. Key features:

  • Populate and track findings in proprietary Green Slate™ software
  • Active focus on E, S, and G
  • Utilize Truvalue Labs SASB-aligned factor-based data
  • Other references: Bloomberg, Sustainalytics, RobecoSAM, ISS, and Carbon Disclosure Project
  • Green Slate™ status

The stages of the Sustainability Spectrum® are: Awareness, Strategy, Execution, and Measurement. Using the Sustainability Spectrum® assists in identifying companies that are leaders in their sectors in key areas of sustainable business practices or who are making or are likely to make visible progress toward appropriate sustainable practices.

Our repeatable approach to credit investing means every holding is proactively selected to meet our fundamental standards, which includes sustainable business practices.

Investment Team

Venk Reddy

Chief Investment Officer – Sustainable Credit & Portfolio Manager

Venk Reddy

Chief Investment Officer – Sustainable Credit & Portfolio Manager

Venk Reddy joined Osterweis Capital Management in 2022 as part of the Zeo Capital Advisors team transition. Prior to founding Zeo Capital in 2009, Mr. Reddy was a co-founder of Laurel Ridge Asset Management, a multi-strategy hedge fund, where he managed the credit, distressed, and event-driven portfolios. Previously, Mr. Reddy structured derivative products and was head of delta-one trading as a portfolio manager within Bank of America’s Equity Financial Products group (EFP). Mr. Reddy also managed investments in event-driven situations, convertible instruments, and options at Pine River Capital Management and HBK Investments, where he started his career.

Mr. Reddy is a principal of the firm and a Portfolio Manager for the sustainable credit strategies. He is also a portfolio manager for the growth & income and flexible balanced strategies.

Mr. Reddy graduated from Harvard University (B.A. in Computer Science with Honors).

Marcus Moore

Assistant Portfolio Manager

Marcus Moore

Assistant Portfolio Manager

Marcus Moore joined Osterweis Capital Management in 2022 as part of the Zeo Capital Advisors team transition, where he was an Assistant Portfolio Manager focused on credit research, including sustainability analysis. Before joining Zeo in 2019, Mr. Moore worked at Wells Fargo Bank for 14 years as an Analyst within Principal Investing, responsible for the retail, consumer, and gaming sectors across various asset classes including high yield bonds, leveraged loans, and structured products. Prior to working at Wells Fargo, Mr. Moore worked at Edison Mission Energy as an analyst and at Hamilton Resources, Procter & Gamble, and Goldman Sachs.

Mr. Moore is an Assistant Portfolio Manager for the sustainable credit strategies.

Mr. Moore graduated from Morgan State University in Baltimore, MD (B.S. in Accounting) and from the University of California, Los Angeles Anderson School with an M.B.A. He also holds the CPA designation.