Portfolio Update - February: Alpha to Start The Year
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We modified the order of sections to be more versatile across platforms. January was a rough month for our sectors, but we started the year with a solid amount of alpha. I have a bit of a defensive tilt, but I’m still looking to run preferred share opportunities for fixed-to-floating shares.
Portfolio Update - February: Alpha to Start The Year
Portfolio Update - February: Alpha to Start…
Portfolio Update - February: Alpha to Start The Year
We modified the order of sections to be more versatile across platforms. January was a rough month for our sectors, but we started the year with a solid amount of alpha. I have a bit of a defensive tilt, but I’m still looking to run preferred share opportunities for fixed-to-floating shares.