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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 George Douglas, CFA

George Douglas, CFA

Chief Investment Officer

2019 Mid- Year Review and Outlook


June, 2019

Hedged Convertible Strategies: Solid start in the first half of 2019 read more

Ravi Malik, CFA

Ravi Malik, CFA

Portfolio Manager

Long Only Strategies: Exploring Convertibles as an Ideal Vehicle to Participate in Growth Equities  read more

Florian Eitner, CFA

Portfolio Manager



The Market Humbles the Majority - Yet Convertible Bonds Provide an Attractive Tradeoff between Upside Participation and Downside Protection - Part II: Healthcare Sector


July, 2019

The Healthcare sector has historically represented a significant portion of the overall convertible bond universe (represented by the ICE BofA ML All US Convertible Index VXA0)  and trading volumes, averaging a sector weight of 17.5 percent .…read more

Florian Eitner, CFA
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