Author: AndrewAdmin

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 Columbia Floating Rate fund, we always find it is good to hear what other management teams are saying about the space....

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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 the previous Chief Investment Officer Rajiv Jain to Matthew Benkendorf. This transition occurred within the Virtus Emerging Market Opportunities...

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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 coming into office and to outline the phases of what he will need to accomplish:

Post election, the market is shifting...

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