The team’s capability is extensive across product lines, with an average tenure of over 25 years in servicing all fixed income client needs. This expertise has helped facilitate liquidity and problem solving to many different client situations throughout the credit and interest rate cycles.
CastleOak employs 20 fixed income professionals responsible for an average daily trading volume of $1.9 billion. Our approach is simple: We strive to identify and efficiently communicate superior relative value to all our clients. Our professionals have deep experience and expertise, and we leverage this knowledge with unique use of technology.
The Fixed Income team transacts in a variety of asset classes in both the primary and secondary markets:
Notable New & Recent Transactions
5.050% Notes due 2033 (10yr Green)
8.125% Notes due 2053
7.375% perpNC5 Notes
8.000% perpNC5 Notes
5.685% Notes due 2026
5.400% Notes due 2033
4.800% Notes due 2026
4.600% Notes due 2028
4.600% Notes due 2033
5.000% Notes due 2033
5.250% Notes due 2053
4.875% Notes due 2033
5.050% Notes due 2053
COPAR 2023-1 Class A-1
COPAR 2023-1 Class A-2
COPAR 2023-1 Class A-3
COPAR 2023-1 Class A-4
4.750% Notes due 2026
4.950% Notes due 2053
FORDR 2023-1 Class A (5yr WAL)
6.700% Notes due 2033
4.650% Notes due 2033
4.750% Notes due 2026
4.800% Notes due 2033
7.250% Notes due 2033
4.550% Notes due 2033
MassMutual Global 5.05% 12/07/2027 (5yr FABN)
4.700% Notes due 2024
4.600% Notes due 2025
4.550% Notes due 2027
4.650% Notes due 2029
4.700% Notes due 2032
VZMT 2022-7 A1A 11/22/2027
VZMT 2022-7 A1B 11/22/2027
SDART 2022-7 A2 1/15/2026
SDART 2022-7 A3 4/15/2027
6.350% Notes due 2052
6.204% Notes due 2028
5.850% Notes due 2027
5.751% Notes due 2026 (4NC3 Sustainability Notes)
5.820% Notes due 2028 (6NC5)
COMET 2022-A3
5.050% Notes due 2033 (10yr Green)
8.125% Notes due 2053
7.375% perpNC5 Notes
8.000% perpNC5 Notes
5.685% Notes due 2026
5.400% Notes due 2033
4.800% Notes due 2026
4.600% Notes due 2028
4.600% Notes due 2033
5.000% Notes due 2033
5.250% Notes due 2053
4.875% Notes due 2033
5.050% Notes due 2053
COPAR 2023-1 Class A-1
COPAR 2023-1 Class A-2
COPAR 2023-1 Class A-3
COPAR 2023-1 Class A-4
4.750% Notes due 2026
4.950% Notes due 2053
FORDR 2023-1 Class A (5yr WAL)
6.700% Notes due 2033
4.650% Notes due 2033
4.750% Notes due 2026
4.800% Notes due 2033
7.250% Notes due 2033
4.550% Notes due 2033
MassMutual Global 5.05% 12/07/2027 (5yr FABN)
4.700% Notes due 2024
4.600% Notes due 2025
4.550% Notes due 2027
4.650% Notes due 2029
4.700% Notes due 2032
VZMT 2022-7 A1A 11/22/2027
VZMT 2022-7 A1B 11/22/2027
SDART 2022-7 A2 1/15/2026
SDART 2022-7 A3 4/15/2027
6.350% Notes due 2052
6.204% Notes due 2028
5.850% Notes due 2027
5.751% Notes due 2026 (4NC3 Sustainability Notes)
5.820% Notes due 2028 (6NC5)
COMET 2022-A3
5.050% Notes due 2033 (10yr Green)
8.125% Notes due 2053
7.375% perpNC5 Notes
8.000% perpNC5 Notes
5.685% Notes due 2026
5.400% Notes due 2033
4.800% Notes due 2026
4.600% Notes due 2028
4.600% Notes due 2033
5.000% Notes due 2033
5.250% Notes due 2053
4.875% Notes due 2033
5.050% Notes due 2053
COPAR 2023-1 Class A-1
COPAR 2023-1 Class A-2
COPAR 2023-1 Class A-3
COPAR 2023-1 Class A-4
4.750% Notes due 2026
4.950% Notes due 2053
FORDR 2023-1 Class A (5yr WAL)
6.700% Notes due 2033
4.650% Notes due 2033
4.750% Notes due 2026
4.800% Notes due 2033
7.250% Notes due 2033
4.550% Notes due 2033
MassMutual Global 5.05% 12/07/2027 (5yr FABN)
4.700% Notes due 2024
4.600% Notes due 2025
4.550% Notes due 2027
4.650% Notes due 2029
4.700% Notes due 2032
VZMT 2022-7 A1A 11/22/2027
VZMT 2022-7 A1B 11/22/2027
SDART 2022-7 A2 1/15/2026
SDART 2022-7 A3 4/15/2027
6.350% Notes due 2052
6.204% Notes due 2028
5.850% Notes due 2027
5.751% Notes due 2026 (4NC3 Sustainability Notes)
5.820% Notes due 2028 (6NC5)
COMET 2022-A3