In this episode of the "Making Sense" Podcast, Ed Butowsky and Vijay Srinivasan explore the realm of fixed-income investments through high-yield bonds. This area of investing is often misunderstood, with many investors viewing bonds as the safest option or being too cautious to invest in them.
Vijay's firm, Scarsdale Capital, has proven different.
In this episode:
- Vijay’s background at Marathon, what he learned, and why he decided to start Scarsdale
- Some questions investors typically like to ask:
- What’s the most important difference between investing in junk bonds and government/safer bonds?
- Why are yields back to 8% to begin the year?
- What happens when they lower interest rates soon?
- Discuss what Vijay looks for in a company
- Are there certain industries he likes/doesn't like?
- What is the typical composition of your high-yield fixed-income portfolio in terms of sectors, credit quality, and maturity?
- How does he compare high-yield bonds with other fixed-income investments out there?
- How do you assess and manage credit risk in the high-yield bond market?
Established in 2018, Scarsdale Capital is a California-based hedge fund manager. The firm is led by Vijay Srinivasan, former global head of research and portfolio manager at Marathon Asset Management. It invests through its flagship fund, Scarsdale Capital Opportunity Fund, which focuses on high-yield and opportunistic credit situations.
This podcast contains general information that may not be suitable for everyone.
The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. (FirmName) does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.
The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted.
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