Latest research

The Model Portfolio is run for the benefit of our clients. Our primary job isn’t to run money, so none is used, but it’s a track record of what we said, what we like and a benchmark for our calls. Contained within is the final review of the year. Going forward we will be reviewing quarterly in this new format, with details on each of our top conviction positions and the names we made recommendations on without action ourselves. See inside for the full review.
06 Jan 2020
We are currently conducting a review of our picks (both Model Portfolio and otherwise) in 2019 - watch for this and our commentary shortly! In the meantime, the Monthly Overview is a view into the performances for our top conviction picks held in the Spinoff, Special Situation and Stressed Credit Model Portfolios. The document contains links to all associated alerts on MP actions over the course of the month, as well as the list of our holdings, weightings and returns.
29 Nov 2019
The Monthly Overview is a view into the performances for our top conviction picks held in the Spinoff, Special Situation and Stressed Credit Model Portfolios. The document contains links to all associated alerts on MP actions over the course of the month, as well as the list of our holdings, weightings and returns.
28 Oct 2019
The Monthly Overview is a view into the performances for our top conviction picks held in the Spinoff, Special Situation and Stressed Credit Model Portfolios. The document contains links to all associated alerts on MP actions over the course of the month, as well as the list of our holdings, weightings and returns.
17 Sep 2019
The Monthly Overview is a view into the performances for our top conviction picks held in the Spinoff, Special Situation and Stressed Credit Model Portfolios. The document contains links to all associated alerts on MP actions over the course of the month, as well as the list of our holdings, weightings and returns.
15 Aug 2019
The Monthly Overview is a view into the performances for our top conviction picks held in the Spinoff, Special Situation and Stressed Credit Model Portfolios. The document contains links to all associated alerts on MP actions over the course of the month, as well as the list of our holdings, weightings and returns.
17 Jul 2019