Not all investment strategies and products offered by Gluskin Sheff are available to non-Canadian investors. By entering the Canadian Investor section of the Gluskin Sheff website, you acknowledge and represent that you are an investor resident in Canada. If you do not meet this qualification, please select the U.S. & International Investors link. Falsely certifying that you are a Canadian Investor may result in Gluskin Sheff being unable to provide services to you and/or you may be subject to legal or regulatory consequences.
Important notice for non-Canadian persons
The GS+A Credit Arbitrage Portfolio seeks to achieve positive absolute returns by investing in a concentrated portfolio of primarily investment grade corporate bonds. The strategy is focused on a combination of credit selection, risk management and interest rate protection.
Both long positions in corporate bonds and short positions in government bonds are used to protect against interest rate risk. The Portfolio is constructed and aggregated with a focus on credit spread and interest rate risk, enabling a more complete coverage of the opportunity set. We overweight our best ideas through the use of a modest amount of leverage.
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Nearly every business day since 1997, David Rosenberg has been distilling his latest economic insights into an incisive report, which is emailed to readers around the world as Breakfast with Dave. Since he joined Gluskin Sheff in early 2009, Breakfast with Dave’s following has grown significantly.
Subscribe to Gluskin Sheff Research and access all editions of Breakfast with Dave, which includes the daily Main and Summary editions, occasional Special and Free editions, and the Weekly Buffet with Dave; a summary of Dave’s top insights from the week released every Friday.
“He has consistently nailed his economic projections” Fortune Magazine