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Article: Zig When Others Zag: Thoughts on Value Investing
Investment Insights

Assessing stocks through the lens of excess capital formation can help investors avoid value traps and identify high-quality stocks.

July 31, 2025

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Leveraged Credit Update: The Beat Goes On

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High yield bonds and loans both offer attractive opportunities for credit pickers given high income, supportive fundamentals and strong investor appetite.

LDI Quarterly Update: 2Q24

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With many corporate pension plans now overfunded, sponsors are exploring ways to monetize those excess assets.
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