BX CIO Boutique Manager Showcase Series

Yung Lim and Jamie Viceconte, co-CIOs of Folio Beyond join us for a conversation with Arun Kaul, CIO BX Partners, about today's fixed-income markets and their unique, factor-based strategy for building a resilient multistrategy fixed-income portfolio. 

IMPORTANT DISCLOSURES

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth in the podcast may not develop as predicted and are subject to change.

References to markets, asset classes, and sectors are generally regarding the corresponding market index. All indexes are unmanaged and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. BX partners doesn’t provide research on individual equities. All information is believed to be from reliable sources; however, BX Partners makes no representation as to its completeness or accuracy.

Arun Kaul, CIO of BX Partners and Jonathan Browne, Portfolio Manager and Analyst at Robinson Capital discuss strategies for generating income in the current municipal market and the currently abnormally wide discounts in municipal closed end funds.

IMPORTANT DISCLOSURES

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth in the podcast may not develop as predicted and are subject to change.

References to markets, asset classes, and sectors are generally regarding the corresponding market index. All indexes are unmanaged and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. BX partners doesn’t provide research on individual equities. All information is believed to be from reliable sources; however, BX Partners makes no representation as to its completeness or accuracy.

Over the past few years, more and more affluent investors have been looking for opportunities to "Invest with their values". While many clients and advisors are aware that there are "Biblically Responsible" strategies available in the marketplace, it is not always clear what exactly that means, and whether it can be accomplished without sacrificing the opportunity for returns.

Darren Munn, CIO of Camelot Portfolios, is the lead portfolio manager on a number of equity strategies that are run in a biblically responsible manner, including a very solidly performing SMID value strategy, which has been a difficult space for advisors and clients.

IMPORTANT DISCLOSURES

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth in the podcast may not develop as predicted and are subject to change.

References to markets, asset classes, and sectors are generally regarding the corresponding market index. All indexes are unmanaged and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. BX partners doesn’t provide research on individual equities. All information is believed to be from reliable sources; however, BX Partners makes no representation as to its completeness or accuracy.

This edition of the BX Capital Boutique Manager Showcase Series features Jonathan Browne of Robinson Capital. He discusses the state of the US High Yield and Fixed-income markets, the unusual year thus far, and the current opportunities presented in the closed-end fund space. In a conversation with Arun Kaul, CIO of BX Partners they discuss:

1. Generating Higher Income in the Current Environment
2. Wide Spreads in High Yield and Wide discounts currently available in closed end funds and how these could present a very favorable potential return scenario if the markets revert to "normal"
3. The importance of being able to source liquidity in the secondary markets to optimize executions
4. Their closed-end fund selection process

IMPORTANT DISCLOSURES

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth in the podcast may not develop as predicted and are subject to change.

References to markets, asset classes, and sectors are generally regarding the corresponding market index. All indexes are unmanaged and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. BX partners doesn’t provide research on individual equities. All information is believed to be from reliable sources; however, BX Partners makes no representation as to its completeness or accuracy.

This edition of the BX Capital Boutique Manager Showcase Series will feature Charles Helme of BH Capital. He discusses the state of the US Large Cap Equities markets, the unusual year thus far, and the current opportunities presented in a conversation with Arun Kaul, CIO of BX Partners.  Featured within the discussion are:

1. Philosophy and Methodology behind the Large Cap Growth Strategy
2. Market environment, valuations, and rotation
3. Macro issues
4. Some Interesting stories within individual equity names.

IMPORTANT DISCLOSURES

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth in the podcast may not develop as predicted and are subject to change.

References to markets, asset classes, and sectors are generally regarding the corresponding market index. All indexes are unmanaged and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. BX partners doesn’t provide research on individual equities. All information is believed to be from reliable sources; however, BX Partners makes no representation as to its completeness or accuracy.

    Darren Munn has been the portfolio manager for the Camelot Premium Municipals strategy for over 10 years.  This is a portfolio designed to deliver consistent tax advantaged income and total returns. It has the flexibility to opportunistically rotate between ETFs, Mutual Funds, and Closed-End Funds to take advantage of different market environments.  This podcast is a conversation with Darren about the portfolio, the state of the municipal bond market, and where he currently sees opportunity within that market.

IMPORTANT DISCLOSURES

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth in the podcast may not develop as predicted and are subject to change.

References to markets, asset classes, and sectors are generally regarding the corresponding market index. All indexes are unmanaged and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. BX partners doesn’t provide research on individual equities. All information is believed to be from reliable sources; however, BX Partners makes no representation as to its completeness or accuracy.

 Sheets Smith Investment Management has been recognized by Informa PSN as a Top Ten manager a very impressive 72 times since 2006. The Absolute Return SMA had previously been available on only select platforms, and we are now able to offer it more broadly, making it easier for advisors to take advantage of the strategy.  This podcast is a discussion between Arun Kaul, the CIO of BX Partners and Cornell and Greg Bowden, Portfolio Managers for the Sheets Smith Absolute Return SMA Strategy.  In this episode, you will hear a discussion about:

Dynamic Asset Allocation

Individual Stock selection decisions

Raising Cash - How and When

Overall portfolio characteristics / portfolio traits

Equity positioning

Fixed Income- allocation, maturity, quality, duration, etc

IMPORTANT DISCLOSURES

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth in the podcast may not develop as predicted and are subject to change.

References to markets, asset classes, and sectors are generally regarding the corresponding market index. All indexes are unmanaged and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. BX partners doesn’t provide research on individual equities. All information is believed to be from reliable sources; however, BX Partners makes no representation as to its completeness or accuracy.