The Fund February’s markets created an ideal environment in which to launch the Fund. We took advantage of wider corporate bond spreads to establish positions in various sectors such as REITs, energy infrastructure and financials. The robust new issuance market provided significant opportunity to diversify the portfolio at attractive levels. The portfolio consists primarily of […]
Will Tsipras Fold? | March 2015
“The beautiful thing about poker is that everybody thinks they can play.”Chris Moneymaker The big story these days is whether or not Greece will default, and if so, what implications that will have on financial markets. For the life of me, I can’t figure out if Alexis Tsipras is a genius or a neophyte. He […]