High-yield bonds have long functioned as a carry-driven return engine in institutional portfolios, offering enhanced income and access to the corporate credit risk premium. Positioned between traditional fixed income and equities, the asset class has historically delivered attractive total returns through a combination of coupon income and spread compression....
Stockholm (HedgeNordic) – Academic research shows mounting evidence of superior value creation at businesses where the founder plays a significant role either as CEO,...
By Oddbjørn Dybvad, CIO – REQ Capital: As an investor you entrust senior management in an organization with your capital. Finding exceptional management teams...
Stockholm (HedgeNordic) – So-called compounder stocks usually describe growing high-quality companies that can compound earnings and shareholder value on a consistent basis by reinvesting...
By Peter Lindahl and Mattias Lagerspetz, Evli systematic funds team: From a factor investor’s perspective, such as ourselves, quality is in many ways the...
