Global Value and Income Dispatch

Q1 review: In the midst of chaos, there is also opportunity.

  • Giorgio Caputo
07 Apr 2020
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View PDF   Download PDF  
  • Given the opportunities from the market decline we are now more fully invested in equities.
  • Forced selling of high quality corporate debt created a unique intra-quarter opportunity.
  • We remain cautious with respect to the opportunity set in lower-rated credit.


Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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