Podcast AIG: Rise, Fall and Rebirth 4 November 2024 From a $180B government bailout to a focused P&C insurance leader: Explore AIG's remarkable transformation with portfolio manager Austin Hawley, CFA, as we analyze the company's strategic pivot and renewed focus on profitability. (50 min podcast) Listen
Article Staying Buckled Through the Turbulence: Reflecting on Allegiant Airlines 31 October 2024 Explore the strategic journey with Allegiant Airlines in our Small Cap portfolio. Discover insights on volatility, key decisions and long-term potential in this detailed analysis. (7 min read) Read
Article From Turbulence to Triumph: Fixed Income Markets Navigate an Eventful Q3 22 October 2024 Q3 2024 delivered a rollercoaster of market events, from August's dramatic volatility spike to September's pivotal 50bps rate cut. Despite early volatility, fixed income markets closed the quarter with remarkable strength. Read more in our latest update. (4 min read) Read
Podcast Unlocking Asset-Backed Securities: A Deep Dive 29 October 2024 Dive into the intricacies of the asset-backed securities market as Charlie Minor and Douglas Gimple share their approach to analyzing and evaluating investment opportunities. (25 min podcast) Listen