See your capital at work in fixed income
Select Credit Fund
2025 Annual Letter
Our Account of the Year
Performance
Article
2026-02-05 9:19 am
Flexible Fixed Income Fund
2025 Annual Letter
Our Account of the Year
Performance
Article
2026-04-11 8:19 am
Select Credit Fund
2025 Q3 Letter
Smooth Sailing
Performance
Article
2025-11-19 9:52 am
Minimizing Tax Drag (Part 1)
How Two Government Bonds Teach Us That the Details Matter
Practice
Video
2025-12-19 4:37 pm
Select Credit Fund
2025 Annual Letter
Our Account of the Year
Performance
Article
2026-02-05 9:19 am
Flexible Fixed Income Fund
2025 Annual Letter
Our Account of the Year
Performance
Article
2026-04-11 8:19 am
Select Credit Fund
2025 Q3 Letter
Smooth Sailing
Performance
Article
2025-11-19 9:52 am
Minimizing Tax Drag (Part 1)
How Two Government Bonds Teach Us That the Details Matter
Practice
Video
2025-12-19 4:37 pm
2025 Q2 Letter
Principals Pushing for Progress
Performance
Article
2025-11-20 4:03 pm
2023 Annual Letter
A Three-Year Retrospective
Performance
Article
2025-09-20 2:58 pm
Shareholder Activism
And How it Unlocks Bondholder Value
Perspective
Article
2026-04-11 8:19 am
2025 Q1 Letter
The Trump Card Hits the Table
Performance
Article
2025-09-14 7:07 pm
2025 Q2 Letter
Principals Pushing for Progress
Performance
Article
2025-11-20 4:03 pm
2023 Annual Letter
A Three-Year Retrospective
Performance
Article
2025-09-20 2:58 pm
Shareholder Activism
And How it Unlocks Bondholder Value
Perspective
Article
2026-04-11 8:19 am
2025 Q1 Letter
The Trump Card Hits the Table
Performance
Article
2025-09-14 7:07 pm
2024 Q1 Letter
A Time of Corporate Action
Performance
Article
2025-12-17 3:22 pm
Minimizing Tax Drag (Part 2)
Our Search for Low Coupons Across the Entire Public Market
Perspective
Video
2026-02-05 9:19 am
2024 Annual Letter
Our Account of the Year
Performance
Article
2025-10-06 11:32 am
Tax Matters
Why We Care About Tax
Perspective
Article
2025-12-07 6:32 am
2024 Q1 Letter
A Time of Corporate Action
Performance
Article
2025-12-17 3:22 pm
Minimizing Tax Drag (Part 2)
Our Search for Low Coupons Across the Entire Public Market
Perspective
Video
2026-02-05 9:19 am
2024 Annual Letter
Our Account of the Year
Performance
Article
2025-10-06 11:32 am
Tax Matters
Why We Care About Tax
Perspective
Article
2025-12-07 6:32 am
Select Credit Fund
Select Credit Fund LP
A Deep Dive on our Credit Co-Investment Strategy
Practice
Article
2026-01-25 6:04 pm
Bandwidth Inc
A Bond's Rout and Revival (General Audiences)
Practice
Video
2025-12-19 4:37 pm
Case Study: BAND 28's
Our Work on a Bond People Didn't Want to Own
Practice
Video
2025-12-17 3:03 pm
Select Credit Fund
2025 Annual Letter
Our Account of the Year
Performance
Article
2026-02-05 9:19 am
Select Credit Fund
Select Credit Fund LP
A Deep Dive on our Credit Co-Investment Strategy
Practice
Article
2026-01-25 6:04 pm
Bandwidth Inc
A Bond's Rout and Revival (General Audiences)
Practice
Video
2025-12-19 4:37 pm
Case Study: BAND 28's
Our Work on a Bond People Didn't Want to Own
Practice
Video
2025-12-17 3:03 pm
Select Credit Fund
2025 Annual Letter
Our Account of the Year
Performance
Article
2026-02-05 9:19 am
2025 Q2 Letter
Principals Pushing for Progress
Performance
Article
2025-11-20 4:03 pm
2023 Annual Letter
A Three-Year Retrospective
Performance
Article
2025-09-20 2:58 pm
Shareholder Activism
And How it Unlocks Bondholder Value
Perspective
Article
2026-04-11 8:19 am
2025 Q1 Letter
The Trump Card Hits the Table
Performance
Article
2025-09-14 7:07 pm
2022 Q2 Letter
Interest Rates Take Their Toll
Performance
Article
2025-09-14 7:07 pm
2025 Q2 Letter
Principals Pushing for Progress
Performance
Article
2025-11-20 4:03 pm
2023 Annual Letter
A Three-Year Retrospective
Performance
Article
2025-09-20 2:58 pm
Shareholder Activism
And How it Unlocks Bondholder Value
Perspective
Article
2026-04-11 8:19 am
2025 Q1 Letter
The Trump Card Hits the Table
Performance
Article
2025-09-14 7:07 pm
2022 Q2 Letter
Interest Rates Take Their Toll
Performance
Article
2025-09-14 7:07 pm
2024 Q1 Letter
A Time of Corporate Action
Performance
Article
2025-12-17 3:22 pm
2024 Annual Letter
Our Account of the Year
Performance
Article
2025-10-06 11:32 am
Tax Matters
Why We Care About Tax
Perspective
Article
2025-12-07 6:32 am
2021 Annual Letter
Inflation Enters the Chat
Performance
Article
2025-09-20 3:32 pm
2024 Q1 Letter
A Time of Corporate Action
Performance
Article
2025-12-17 3:22 pm
2024 Annual Letter
Our Account of the Year
Performance
Article
2025-10-06 11:32 am
Tax Matters
Why We Care About Tax
Perspective
Article
2025-12-07 6:32 am
2021 Annual Letter
Inflation Enters the Chat
Performance
Article
2025-09-20 3:32 pm