Posts by Kristofer Kwait

Investment Strategy | Insights Blog

Capturing Credit Opportunities in Times of Crisis

Key takeaways During periods of dislocation in high-quality credit, investors should  stay the course within fixed income portfolios and maintain active risk to benefit from the inevitable rebound...
Responsible Investing | Articles

The Sustainability Conundrum

Sustainable investing, sometimes called environmental, social, and governance (ESG) investing, has been a hotly contested topic for decades, an the debate continues with both supporters and naysayers...
Investment Strategy | Insights Blog

Investment Manager Fees Part II: Creating Alignment

In Part I of this blog series, “Investment Manager Fees: Out of Sight, Out of Mind”, we discussed our approach to determining the value of an asset manager and how we might calculate a fair price for...
Investment Strategy | Insights Blog

Investment Manager Fees: Out of Sight, Out of Mind

One of the most pressing questions facing fiduciaries is that of investment management fees. We think it is a healthy and necessary discussion, as even small fees can have a big impact on performance...
Investment Strategy | Articles

Inflation is Expected to Rise. How Can Investors Protect Portfolios?

In March, capital markets entered their tenth year of post-crisis recovery. For diversified portfolios, these have been some of the most profitable times, characterized by strong returns, positive...
Investment Strategy | Insights Blog

Hedge Funds: How Many (or Few) Does it Take?

It’s straightforward to get an answer to that question, at least superficially: draw at random from a manager universe, build hypothetical portfolios with the selected managers, track performance,...
Perspectives | Articles

Smart money, crowded trades?

For investors building multi-manager portfolios, a look at an alternative hedge fund beta. Approaches to stock selection vary widely across the hedge fund universe, even among managers practicing the...