levered bonds
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 19, 2020 by Carrie Thome · across every show →
Everything said about levered bonds, oldest first
Oct 19, 2020 bullish
Thome: WARF's levered bonds and alpha overlay delivered 200 bps excess return
“The levered bonds were the best performing asset class we had, which I think surprises some people. And we built a really good alpha engine, and it delivered. It was targeting 200 basis points of added return over the market exposure. That's what we targeted. …”