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Florian Eitner, CFA

Florian Eitner, CFA

Portfolio Manager

The Market Humbles the Majority - Yet Convertible Bonds Provide an Attractive Tradeoff between Upside Participation and Downside Protection


December, 2018

Fear is taking a hold of the stock market as investors pulled ~$35B from equity funds in the week ended 12/18 (WSJ online 12/21/18). Forian Eitner, CFA, discusses convertible bonds, which provide upside participation with the underlying equity, but also help limit downside participation via the embedded bond floorread more

Steve Wachtel, CFA

Portfolio Manager



Opportunities in Emerging Markets


March, 2019

Emerging market stocks look interesting at current levels due to attractive relative valuations and the prospects of improved fundamentals. Volatility is always higher relative to the S&P 500, so EMs should not be a very large portion of an overall portfolio.…read more

Stephen Wachtel

Michael Opre, CFA

Portfolio Manager



“One of These Things is not Like the Others” A Survey of the Financials Sector


March, 2019

Amongst convertibles market sectors, the Financials sector stands out from the others on a variety of

metrics.…read more

Michael J. Opre, CFA

Tim Ruiz

Portfolio Manager 

US Shale - OPEC’s “Headache” to Continue for Years to Come by Tim Ruiz, Portfolio Manager


May, 2019

After dismissing US shale as an “afterthought” years ago and underestimating the resolve of US operators  to reduce costs and survive after the 2014 decision to give the go ahead to all producers globally to produce “full out”, OPEC has subsequently acknowledged US shale as a true competitor to its market share.…read more

Michael J. Opre, CFA
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