Welcome,

A Deep Dive on our Credit Co-Investment Strategy

Smooth Sailing

Smooth Sailing

Our Search for Low Coupons Across the Entire Public Market

How Two Government Bonds Teach Us That the Details Matter

Principals Pushing for Progress

Why We Care About Tax

The Trump Card Hits the Table

Our Work on a Bond People Didn't Want to Own

And How it Unlocks Bondholder Value

Our Account of the Year

A Bond's Rout and Revival (General Audiences)

When Risk Showed up in an Unexpected Place

A Time of Corporate Action

A Three-Year Retrospective

The Fixed Income Bear Market Arrives

Interest Rates Take Their Toll

Inflation Enters the Chat

A Generational Helicopter Drop of Money