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Fixed Income & Credit Alternative Strategies

Tactical Fixed Income

Inception: 2013

The GS+A Tactical Fixed Income Portfolio seeks to generate positive absolute returns by investing primarily in a diversified portfolio of fixed income securities encompassing a broad universe of companies and credit ratings and employing numerous fixed income investment strategies.

Such strategies may include, but are not limited to:

  • investing in investment grade and higher yielding fixed income securities that trade at prices or credit spreads that do not reflect their positive fundamentals, long-term outlook or ratings
  • simultaneously taking long positions in corporate bonds and short positions in government bonds, thereby aiming to produce a return that isolates the credit spreads in corporate bonds with minimal interest rate risk
  • simultaneously taking long and short positions in different corporate bonds to capture the relative value between different credits, sectors and/or maturities
  • overweighting our best ideas
  • using leverage to enhance the return of the portfolio

Peter Zaltz

Executive Vice-President, Co-Chief Investment Officer & Head of Fixed Income

Shelagh Lemke

Managing Director & Head of Credit Research

Dorothea Mell

Managing Director & Portfolio Manager

David Rosenberg

Chief Economist & Strategist

 

Subscriptions can be purchased for CAD $1,000 per year. All new subscriptions begin with a free one-week trial.

Group subscriptions: Please email us at research@gluskinsheff.com.

Gluskin Sheff Clients: Please contact your Gluskin Sheff representative to arrange for your complimentary subscription.

Gift certificates now available. Email us for more information.

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

 

Sample reports: