Posts by Vincent Kravec
Investment Strategy | Insights Blog
Private Credit Today
On September 27th, Commonfund OCIO hosted an event in Minneapolis at the O’Shaughnessy Distilling Co. Following a tour and tasting at the facility, Nicole Melwood, Director, and Vincent Kravec,...
Investment Strategy | Insights Blog
Diversifying Your Fixed Income Portfolio With a Private Credit Allocation
Inflation, rising interest rates, inversion in the yield curve and the war in Ukraine combined to make 1Q22 a challenge for many asset classes and strategies. While there was the isolated shelter...
Investment Strategy | Insights Blog
Thoughts on the Role of Credit in Institutional Portfolios
While most institutional portfolios have allocations to investment grade corporate credit, as a strategic allocation high yield and emerging market credit (liquid credit) are sometimes overlooked....
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...
Is Your Portfolio Positioned for Lower Rates?