Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about why there is a place for preferred stocks in a fixed income portfolio .
Category: Investment Methodology
Inside Capstone: Fixed Income Investors
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez gives CLS’s Portfolio Manager, Josh Jenkins, CFA, a two part answer to how active fixed income investors should be.
Inside Capstone: Rising Interest Rates
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about whether or not investors should be concerned with the rising interest rates.
Inside Capstone: Investors and Fixed Income (episode 2)
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about how investors should think about fixed income.
Inside Capstone: Credit Research and the Research Team (episode 1)
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about their credit research process and the overall depth of their research team.
Adding Alpha to Income
Content provided by Josh Jenkins, CFA, CLS Portfolio Manager Income investors have struggled to find yield since the financial crisis when the Federal Reserve (Fed) instituted a zero interest-rate policy. Even the move by the Fed last December to raise the benchmark rate for the first time in seven years has offered no relief. In… Continue reading Adding Alpha to Income
The Importance of an Investment Philosophy (The Second P of Money Manager Due Diligence)
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer In a recent commentary, I wrote about the “Five P’s” of the money manager’s due diligence process: People Philosophy Process Performance Positioning I followed that commentary with a more focused blog on the most important P: People. In this commentary, I will discuss the next… Continue reading The Importance of an Investment Philosophy (The Second P of Money Manager Due Diligence)
Brexit: Follow the Saying and Keep Calm….
Content provided by Scott Kubie, CFA, CLS Chief Strategist and Rusty Vanneman, CFA, CLS Chief Investment Officer British voters elected to leave the European Union (EU) yesterday. At market open, investors reacted swiftly to the news, pushing global markets sharply lower. The news came as a surprise. Betting markets and financial markets had moved in… Continue reading Brexit: Follow the Saying and Keep Calm….
The First P: People
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer I’m often asked to describe the role of a Chief Investment Officer (CIO). A short answer that seems to work in many parts of the country (especially here in Nebraska) is that a CIO is like a football coach. The CIO is accountable for the… Continue reading The First P: People
The Importance of Tax Management
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager Managing portfolios for tax sensitivity is an often overlooked area of investment management, however this time of year, more than the rest, investors definitely seem to tend to notice if their portfolio was not managed with regards to taxes. Many holders of traditional mutual funds received… Continue reading The Importance of Tax Management