Category Archives: Peritus

Active Investing: Opportunity in Gold

As active managers, we embrace both a top down and bottom up investment philosophy as we look for opportunities for investment. One such potential opportunity we are seeing from more of a top down, thematic approach is in gold. Before …

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Volatility and “Risk”

Volatility has seemed to be the trend in markets over the past couple months.  It was just a few weeks ago that we saw equity markets getting crushed, only to roar back and actually finish up for the month of …

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Rome is Burning

The concurrent storms in energy and the secondary bond/loan markets have tested our mettle. However, we believe that both of these will pass as quickly as they came, but provide fantastic entry points for thoughtful investors as there is a …

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Election Impact on Oil

The tally is in and it was a very bad evening for the Democratic party.  Senate races in Iowa, North Carolina, Georgia and a host of other States went red.  Alaska is still to be determined (likely Republican) and Louisiana …

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Peritus in the News

Peritus was mentioned in the article, “This ETF is drilling for high yield,” by MarketWatch, October 30, 2014.

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Investing by Duration

It was hard to ignore the call in the fixed income space for “short duration” investing over the last couple years. Duration is a measure of interest rate sensitivity (the percentage change in the price of a bond for a …

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Peritus in the News

Peritus was mentioned in the article “One Country EM Bond ETF Investors Need to Watch” by Todd Shriber of ETF Trends, October 21, 2014.

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Revisiting “Hedged” High Yield

We have written in the past about some of the concerns we had the with “hedged high yield” strategy (see our blog), whereby investors go long high yield bonds and short Treasuries (or Treasury futures).   As we noted in our …

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Why High Yield, Why Now

Here are some of the reasons we believe that the high yield bond market looks attractive at current levels: MODERATE RISK:  With default being the primary risk for high yield bonds and bank loan investing, we see no systemic default …

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Market Conditions and Investment Strategy

Markets are funny beasts. Efficient? Perhaps. Manic? Always. What has been going on since everyone came back from the beach is quite simple: risk off. There has been a quiet but vicious downdraft in both credit and small cap equities …

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