UCITS Commentary

Commentary: Limited Term Income Fund (UCITS)

We’ll remain focused on our guiding tenant; only take risk when you are getting paid to do so. In action, this means staying nimble, focusing on horizon risks, appropriately managing liquidity and most importantly, continuing humility.

3rd Quarter 2020

      Commentary: Strategic Income Fund (UCITS)

      Spreads continue to run tighter, and debt marches higher. We continue to take targeted risks in the corporate credit, taking targeted exposures in organizations with lower cashflow cyclicality characteristics.

      3rd Quarter 2020

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