About
Alex Volz is a Portfolio Manager at SSI Investment Management LLC, based in Beverly Hills, California. He is responsible for the daily management of investment portfolios, with a particular focus on hedged convertible strategies and alternative fixed-income solutions. At SSI, Volz plays a key role in managing products such as the American Beacon SSI Alternative Income Fund, concentrating on generating income and absolute returns while emphasizing risk management and capital preservation through convertible securities and related instruments.
Volz’s expertise spans convertible bonds, preferred stock, public equities (both long and short), and related derivatives. His investment approach leverages both quantitative models and fundamental analysis, targeting various industries with an emphasis on income-generating and risk-mitigated asset classes. The portfolios he manages commonly incorporate positions in sectors such as technology, healthcare, consumer, and financials, and use diversified maturity profiles to enhance liquidity and manage risk.
He holds a degree from Vanderbilt University (Class of 1996) and has brought over two decades of industry experience to his role at SSI. Throughout his career, Volz has contributed to SSI's reputation as a specialist in convertible and alternative income strategies, supporting institutional and high-net-worth clients in achieving consistent, risk-adjusted returns.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| SSI Investment Management | Portfolio Manager | Unknown to Present | — |
Education
Vanderbilt University
1992 — 1996
Skills & Expertise
Others at Ssi Investment Management LLC (9)
| Name | Role | Location |
|---|---|---|
| Portfolio Research Associate | CA , United States | |
C Claudia Hanson | Associate | Beverly Hills, CA , United States |
D Dagney Maseda | Portfolio Manager | Beverly Hills, CA , United States |
D Darrus Lee | Associate | United States |
| Chief Investment Officer | Beverly Hills, CA , United States | |
K Ken Raguse | Portfolio Manager | Manhattan Beach, CA , United States |
| Portfolio Manager - Outright (Long-only) Convertible Strategy | Irvine, CA , United States | |
| Principal and Senior Portfolio Manager | Beverly Hills, CA , United States | |
D Darrus L. | Associate | United States |
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