The Scoop

The Dangers of Bond ETFs

The Dangers of Bond ETFs
Many of the most basic robo advice programs are content with simply utilizing ETFs to design portfolios. However, more sophisticated investors know that there is a place for ETFs...

Bank Loan / Floating Rate Update

Bank Loan / Floating Rate Update
On February 22, 2017, we had a conference call with the Virtus Asset Management Team regarding bank / floating rate loans. While our current position is held with the...

Virtus Global Equity Review

Virtus Global Equity Review
We had an in house meeting with the Virtus Asset Management group on February 15th, 2017. We had requested this meeting in order to discuss the ongoing transition from...

Goldman Sachs Conference Call

Goldman Sachs Conference Call
Here are some notes from our call with the Goldman Sachs Asset Management Team on January 31st, 2017.  The topic for this phone call was to discuss President Trump...
Page 3 of 3123