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Below you will find articles to help you better understand convertibles and how you can start to invest in the asset class.  More education articles about convertibles can be found in our education section.


A Convertibles Primer

Convertibles are a niche investment that are, unfortunately, on the outskirts of most investors’ radar screens.  A quick primer, however, might help change that.

What is a Convertible Bond?

Convertible bonds represent a debt of the issuing corporation and are commonly designated by the rate of interest paid and the year of maturity. The price at which a convertible is traded is quoted as a percentage of $1,000 (or par).

What is a Convertible Preferred Stock?

In most cases, convertible preferred stocks are similar to convertible bonds and respond accordingly in the market place. However, there are some differences between the two.

Why Convertibles Often Carry Less Risk than Common Stocks

Risk typically increases with potential return. There are, however, some investments that historically have provided larger than expected returns in proportion to the risk of the securities involved. Convertibles fall into this category.

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You can read more about convertibles in our Education  section.