A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

Feed the Ducks While They Are Quacking: Time to Reduce Lower Quality Bond Positions

By Lewis Johnson - Chief Conclusion Clients will begin to see a thoughtful winnowing of our selected holdings in corporate bonds rated less than investment grade. The relentless search for yield has resulted in a[…]

The Most Powerful Research Tool is a Great Network

By Lewis Johnson - Chief Conclusion Wouldn’t it be nice to have the confidence that you could pick up the phone and get a straight answer from a trusted expert? We have been working for our entire career to make that a[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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