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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Dec 10, 2023 | CrossingBridge Advisors | 0.0% | 0.0% | NGL | CMBS, credit, distressed, energy, high yield, Midstream, private credit, Securitizations | Manager provides extensive analysis of private credit market growth and risks. Notes that private credit has grown as banks reduced lending post-GFC, but warns of false sense of stability due to lack of mark-to-market pricing. Emphasizes that the market hasn't experienced a broad default cycle since GFC. | View | |
| 2023 Q4 | Jan 19, 2024 | CrossingBridge Advisors | 0.0% | 0.0% | CCO, IEP, NGL, TPG, WBD | CMBS, credit, distressed, fixed income, rates, value | Fixed income markets are underpricing risk with credit spreads at tight levels. Credit spreads as a percentage of yield-to-worst for investment grade debt was 23% and high yield debt was 43%, the tightest levels since 2005-06. The manager is concerned about future corporate profitability as companies may struggle to maintain pricing power. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||