Fixed Income Expert

Steve Shaw founded Bondsavvy in 2017 to solve the problems self-directed bond investors face:

Thousands of bonds from which to choose but no reliable way to narrow down selections
Reliance on corporate bond ratings that are biased toward big companies and don’t consider a bond’s price, yield, interest-rate risk, maturity date, or return potential
Overdiversified mega bond funds plagued by weak returns, high hidden bond fund fees, and minimal transparency
The belief that bonds are ‘too difficult’ and don’t offer compelling investment returns

Bond Investors Deserve Better

Steve Shaw is the leading expert for empowering individual investors to invest in individual corporate bonds. His combination of investment analysis and bond e-trading experience provides insights no other investment service provides and includes:

Financial analysis skills honed over 27 years in corporate finance, mergers & acquisitions, and bond investment analysis
Deep understanding of bond e-trading systems and how to use the information provided to make successful investments
Investment recommendations that have outperformed the world's most popular bond funds

Most self-directed investors are comfortable investing in stocks but not bonds. Steve founded Bondsavvy to change this.

Steve's APPROACH TO BOND INVESTING

Steve has developed an investment method that speaks to the investment rationale of recommended bonds. Bondsavvy identifies corporate bonds that are undervalued relative to the strength of the issuing company's financials and can achieve strong total returns. Steve's unique approach challenges many bond investing orthodoxies and has driven strong investment returns for Bondsavvy's retail investor subscribers.

What our subscribers say about Steve:

“Steve has me convinced that bonds are an asset class where the individual investor really can have an edge over the institutions.”

Craig O., Arlington Heights, IL

“My wife and I saw Steve's presentation live when he attended our local AAII meeting club and decided to subscribe immediately. Since that time, Bondsavvy has exceeded our expectations in both value of the service and the returns we've gotten.”

Dwight S., Venice, FL

“Steve has great insight as to what is important in the wilderness of bond investing. The strategies and insights that Steve deploys are what and why this service is so important. You will get the edge.”

Joe B., Marco Island, FL

See more subscriber reviews

Steve began his financial markets career in the Financial Institutions Investment Banking Group of Bear Stearns in the 1990s and worked in the Mergers & Acquisitions and Media & Communications Groups of TD Securities from 1999-2006. He later deepened his knowledge of the media, communications, social media, and big data businesses as Vice President, Corporate Development of Tribune Media Company.

Steve’s Experience with Bond E-Trading Systems

In addition to his investment experience, Steve has deep knowledge of the bond markets, having worked for two leading fixed income electronic trading companies: BondDesk Group and Tradeweb Direct. While leading Tradeweb Direct, Steve worked with retail brokerages, including Fidelity and Charles Schwab, where Tradeweb built systems to improve the efficiency of corporate bond trading for retail investors. Steve joined Tradeweb after leading an investment into the company by a group of nine global investment banks, including UBS, where he worked in the Strategic Acquisitions Group.

As he learned more about how the corporate bond market worked, Steve began investing in individual corporate bonds. His significant experience in financial analysis and his understanding of how corporate bonds are traded helped him create a method he follows when making corporate bond investments. This method has driven strong investment returns and laid the foundation for Bondsavvy.

The Parallels of Investing and Triathlon

Steve began his triathlon career in 2012 after having lunch with another bond industry executive who had participated in triathlon. Since then, Steve has become a 4-time IRONMAN triathlon finisher (2.4-mile swim, 112-mile bike, 26.2-mile run). He is also a 14-time finisher of IRONMAN 70.3-distance triathlons (1.2-mile swim, 56-mile bike, 13.1-mile run), with a personal best of 5:34:13 at IRONMAN 70.3 Mont-Tremblant in 2017.

Steve Shaw and his two daughters — Steve with his two daughters after finishing the IRONMAN Mont-Tremblant triathlon

Success in triathlon and investing require many of the same attributes: drive, organization, persistence, discipline, and a desire to always learn and get better. After each race, Steve evaluates how he performed in each leg, transitions, and nutrition and finds ways to improve in the next race. He does the same with each new set of Bondsavvy corporate bond recommendations: continuously refining our investment approach to generate strong returns.

The best investors are always learning and adapting.

Steve Shaw Completes Ironman Mont-Tremblant — Steve completes the IRONMAN Mont-Tremblant triathlon

Fixed Income Expert, Steve Shaw