Matt Jozoff
Co-CEO, Portfolio Manager, and Head of Macro Research at Trevally Capital. Discusses trends affecting mortgage prepayments and opportunities in the mortgage market.
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Apr 24, 2025 • 51min
Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital
Matt Jozoff, co-CEO and Head of Macro Research at Trevally Capital, shares insights on the booming Ginnie Mae market and its shift towards non-bank lenders. He highlights how low-credit borrowers and rising interest rates are reshaping mortgage prepayments, leading to unique investment opportunities. Jozoff emphasizes the role of strategic partnerships and analytics in navigating this complex landscape. With a focus on securing alpha and building a world-class asset management firm, he discusses the transformative potential within today's mortgage market.
Apr 24, 2025 • 51min
Hidden Mortgage Market Shifts Are Creating Opportunities | Matt Jozoff of Trevally Capital
Matt Jozoff, Co-CEO and Portfolio Manager at Trevally Capital, dives into the evolving mortgage landscape. He discusses the explosive growth of the Ginnie Mae market and how demographic shifts and non-bank originators are reshaping mortgage dynamics. Jozoff highlights prepayment trends and their implications for investment strategies, as well as the crucial role of strategic partnerships in asset management. His insights reveal upcoming opportunities in the $9 trillion mortgage market and the innovative approaches Trevally is adopting to navigate it.
