credit portfolio
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 12, 2024 by Dave Brizano · across every show →
Everything said about credit portfolio, oldest first
Sep 12, 2024
Targeting zero defaults means credit managers are leaving yield on the table
“If we did not have any defaults in our portfolio and we have that yield advantage, then we're not pushing the yield advantage as much as we should, because we should push it to, we have a couple defaults still in line with the market or less, but if we have no…”