Portfolio Update - March: Finding Yield with Defensive Focus
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We saw a slight bounce in February and our alpha year-to-date was at 3.2% for the end of February (up from 2.4% in January). I’m still defensively positioned, though we did use part of our cash position in February and more in early March. Added MFAN and PMTU to coverage in February. We purchased shares of MFAN in March.
Portfolio Update - March: Finding Yield with Defensive Focus
Portfolio Update - March: Finding Yield with…
Portfolio Update - March: Finding Yield with Defensive Focus
We saw a slight bounce in February and our alpha year-to-date was at 3.2% for the end of February (up from 2.4% in January). I’m still defensively positioned, though we did use part of our cash position in February and more in early March. Added MFAN and PMTU to coverage in February. We purchased shares of MFAN in March.