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Alex Volz

Portfolio Manager at Ssi Investment Management LLC

Beverly Hills, CA , United States

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

OrganizationRoleDate RangeDetails
SSI Investment ManagementPortfolio ManagerUnknown to Present

Education

Vanderbilt University

1992 1996

Skills & Expertise

Marketing
Portfolio Management
Training
Hedge Funds
Alternative Investments
Bloomberg
Financial Markets
Asset Allocation

Others at Ssi Investment Management LLC (9)

NameRoleLocation
Ben Granat
Ben Granat
Portfolio Research AssociateCA , United States
C
Claudia Hanson
AssociateBeverly Hills, CA , United States
D
Dagney Maseda
Portfolio ManagerBeverly Hills, CA , United States
D
Darrus Lee
AssociateUnited States
George Douglas
George Douglas
Chief Investment OfficerBeverly Hills, CA , United States
K
Ken Raguse
Portfolio ManagerManhattan Beach, CA , United States
Michael Opre
Michael Opre
Portfolio Manager - Outright (Long-only) Convertible StrategyIrvine, CA , United States
Ravi Malik
Ravi Malik
Principal and Senior Portfolio ManagerBeverly Hills, CA , United States
D
Darrus L.
AssociateUnited States

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