Portfolio Construction: Best in Breed
“What’s the key portfolio strategy managers should employ for success?” “Diversify!” That’s how one top PM answered our question. There are many levels and measures of diversity. You don’t want to be stuck with large exposures in any one industry, no matter how resilient it may seem…
▶︎ Read June 20 2022 newsletter: here
▶︎ Chart of the Week: here (by Lincoln International, Valuations & Opinions Group, Q2 2022 Webinar, S&P Capital IQ)
(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)
Latest news
Behind the Scenes
Climbing toward the average is a very different story than surpassing it.
European mid-market direct lending margins face steady compression since 2024
European mid-market direct lending margins have seen consistent compression over recent years but recorded a slight increase in the second quarter of 2026…
Private Credit Defaults 101: Now Streaming
Every big theatrical release eventually makes its way to streaming. It gives people who missed it in theaters a chance to catch up, and lets those who saw it go back for a second look at what they missed the first time.