Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investment Since 2014 Host Charley Wright has interviewed CEO‘s, Chief Investment Officers, Portfolio Managers, Authors, Newsletter Writers, Economists, et al, all on the subject of ”Alternative Investments” - Equities, Private Credit, Real Estate, Tactical investment Strategies, Commodities and Metals, Unique Investment Strategies, Opportunity Zones, Defined Outcome Strategies, Disruptive Innovation Strategies, et al.
Episodes
Wednesday Nov 28, 2018
Tactical Credit Strategy - Shelton Capital Management - with John Harnisch, CFA
Wednesday Nov 28, 2018
Wednesday Nov 28, 2018
Listen to John, Portfolio Manager of the Tactical Credit Fund, discuss this unique fund strategy, starting with the whirlwind days of the credit crisis of 2008. Using four asset buckets - High Yield - Bank Debt - Convertible Bonds - Investment Grade Bonds, they tactically invest into each according to the opportunities that they see in each, including Long/Short opportunities, with varying time frames. Focused on higher than usual volatility and yield, they repeatedly apply their "Rotational Trade" seeking to achieve higher than market yields and returns. In this day of rising interest rates and low yields this type of strategy should be very interesting to investors and advisors.
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