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Fixed Income & Credit Alternative Strategies

Credit Arbitrage

Inception: 2009

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.

Shelagh Lemke

Managing Director & Head of Credit Research

David Rosenberg

Chief Economist & Strategist


Subscriptions can be purchased for CAD $1,000 / user per year.

All new subscriptions begin with a free one-week trial.

Group subscriptions: Please email us at

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

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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



Sample reports: