Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
EdgePoint is maintaining strict credit underwriting standards despite historically tight credit spreads and decade-low yield cushions. By refusing to chase yield down the capital structure, the manager prioritizes capital preservation and prepares the portfolio to capitalize on future market volatility and the eventual turn of the credit cycle.
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EdgePoint is maintaining strict credit underwriting standards despite historically tight credit spreads and decade-low yield cushions. By refusing to chase yield down the capital structure, the manager prioritizes capital preservation and prepares the portfolio to capitalize on future market volatility and the eventual turn of the credit cycle.
