Portfolio Construction: Best in Breed
|June 29, 2022
“What’s the key portfolio strategy managers should employ for success?” “Diversify!” That’s how one top PM answered our question. There are many levels and measures of diversity. You don’t want to be stuck with large exposures in any one industry, no matter how resilient it may seem…
▶︎ Read June 20 2022 newsletter: here
▶︎ Chart of the Week: here (by Lincoln International, Valuations & Opinions Group, Q2 2022 Webinar, S&P Capital IQ)
(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)
Private Credit Defaults 101: Back to School
As Labor Day approaches, the unofficial end of summer is upon us. But, before we get too sad, there is also the familiar back-to-school energy.