Lessons over 50 years of fixed income investing, part 1
Capital Ideas Podcast
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How to Be a Successful Fixed Income Investor
I think what you can do as a more tenured investment is just help really anchor the goals of the portfolio. Push the timeframe, there's a lot of noise day to day. And so if you feel the appropriate thing for our client base in the shareholders is to remind people that, perhaps we have a competitive advantage just by thinking out six months longer than the market is currently pricing. That might be what we do.
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