By Lewis Johnson - Chief Conclusion We continue to find value in the beaten-down oil industry. We believe that now is the time to make a targeted investment in the beleaguered oil service sector, where drilling[…]
POSTED ON
October 5th
- POSTED IN
Credit,
Portfolio Construction for a Challenging World,
Risk,
Thinking About the Future
By Lewis Johnson - Chief Conclusion The 54% drop in the share price of Deutsche Bank (DB) in the last year raises questions about the health of our financial system. Shareholders at many other thinly capitalized[…]