Frank Timons, Portfolio Manager

Frank Timons is CEO and CIO of Pier 88 Investment Partners, LLC, investment Sub-Advisor to a convertible bond strategy at Rational Funds. He was previously a Portfolio Manager at Lord Abbett & Co. for the convertible, large cap core, and large cap value strategies. Frank also served as a Research Analyst at Lord Abbett & Co and Robert W. Baird & Co. Frank holds a B.A. and J.D. from Notre Dame and MBA from University of Chicago.
Economic Insights

Convertibles: Equity Participation with Better Sharpe

Frank Timons, Portfolio Manager -
Following several years of strong issuance of convertible securities, many investors are digging in to learn more about the unique characteristics of an instrument...
Case Studies

Case Study: The Case for Convertibles

Frank Timons, Portfolio Manager -
Following strong performance and record issuance of convertible bonds over the last several years, investors are beginning to take notice of the attractive characteristics of this unique asset class.
Income Insights

Convertibles Offer Participation in the M&A Cycle or Growth Stocks With Less Volatility

Frank Timons, Portfolio Manager -
Following strong performance and record issuance of convertible bonds over the last several years, investors are beginning to take notice of the attractive characteristics of this unique asset class.
Income Insights

A Review of Q1 Convertible Bond Outperformance and Outlook

Frank Timons, Portfolio Manager -
Convertible bonds performed well during Q1 2021 despite some significant rotations. Factors such as stimulus and reflation are positioned to support the continued outperformance in 2021.
Investment Strategy Insights

Convertible Bonds in a Portfolio: Equity Participation with Better Sharpe Ratio

Frank Timons, Portfolio Manager -
The Pier 88 Investment Team is constructive on the convertible bond asset class given a historically high Sharpe ratio, competitive yield, positive correlation with interest rates, risk-reward profile, and a plethora of new issuances allowing for a diversified portfolio to express thematic views.
Investment Strategy Insights

Growth Investing Utilizing Convertibles

Frank Timons, Portfolio Manager -
Healthcare spending is becoming a larger share of GDP and an increasingly important sector of the economy to watch. Representing almost 20% of the economy and expanding over the foreseeable future, healthcare is a growth industry presenting opportunities and risks for investors. Convertible bonds may offer an attractive way for investors to capitalize on this growth while minimizing risks.
Investment Strategy Insights

Growth Investing Utilizing Convertibles

Frank Timons, Portfolio Manager -
Healthcare spending is becoming a larger share of GDP and an increasingly important sector of the economy to watch. Representing almost 20% of the economy and expanding over the foreseeable future, healthcare is a growth industry presenting opportunities and risks for investors. Convertible bonds may offer an attractive way for investors to capitalize on this growth while minimizing risks.
Investment Strategy Insights

Consider Convertible Bonds to Capitalize on Healthcare Growth and Minimize Portfolio Risk

Frank Timons, Portfolio Manager -
Healthcare spending is becoming a larger share of GDP and an increasingly important sector of the economy to watch. Representing almost 20% of the economy and expanding over the foreseeable future, healthcare is a growth industry presenting opportunities and risks for investors.
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