Live From the Desk

Live From the Desk 8

An IPO Announcement (with potentially more to follow) Despite the headlines as of late, there have been positive developments that are flying under the radar. An example of this is the plans for an IPO, just filed on Tuesday, for a bond that we hold. One of the investment theses that we have talked about …

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Live From the Desk 7

A Look at High Yield The action in the markets these past few months has forced us to revisit our theses on names in the Enhanced Income Fund. The high yield space has been hit just like equities and in some cases worse because it is relatively illiquid. To give us a reprieve from looking …

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A Note About Hedging

It is always a paramount concern of ours to protect capital along with generating growth. In situations like the one we have witnessed over the last few weeks the wisest course of action for a portfolio manager and investors alike is to not panic alongside the markets. A portfolio manager can make small adjustments to …

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Live From the Desk 5

Enhanced Income Fund Update These days, the latest thing with kids is gummy vitamins (officially called nutraceuticals). For anyone who has had trouble getting kids to eat vitamins, they are (dare I say it) a lifesaver! One of the largest nutraceutical manufacturers in North America is Harmony Foods (conducting business under the brand name Santa …

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