Rubicon Associates is led by a Chartered Monetary Analyst designation with over 20 years of expertise within the funding administration business and focuses on analyzing, investing and managing fastened earnings and most well-liked inventory portfolios, in addition to asset allocation and macro portfolios. For a few years, he has analyzed and invested in private and non-private firms all over the world, and suggested institutional shoppers on fastened earnings methods, supervisor choice, and asset allocation. He managed practically $7 billion in credit score investments throughout the capital construction, was accountable for overseeing the analysis and buying and selling of $20 billion in credit score market exercise in short-term funds, and was the wealth administration agency’s chief strategist. Along with advising institutional and particular person traders, Rubicon Associates writes for Looking for Alpha, Study Bonds, newsletters, and TheStreet.com.
Analyst Disclosure: I/We now have favorable lengthy positions within the shares of ARCC, BXSL, GBDC, HTGC, TSLX, MSDL, RWAYI, SLRC by way of share possession, choices or different derivatives. This text was written by me and expresses my very own opinions. I’ve not obtained any compensation for it. I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
The content material of this text displays my private views and is supplied for informational and academic functions solely. This doesn’t represent funding recommendation, monetary recommendation, or a suggestion to purchase or promote any safety or monetary product. Though we attempt for accuracy, the knowledge introduced might include errors or omissions or be primarily based on sources believed to be dependable however not independently verified. I make no representations or warranties as to the completeness, accuracy, or timeliness of the knowledge introduced. This text isn’t meant to offer, and shouldn’t be relied upon, funding, authorized, tax, or accounting recommendation. The securities or methods mentioned might not be appropriate for all traders. Previous efficiency isn’t indicative of future outcomes. All investments contain danger, together with the potential lack of principal. I maintain or might have held positions within the securities talked about. I obtained no compensation for writing this text and don’t intend to affect the worth or buying and selling quantity of the securities mentioned. All opinions are topic to alter with out discover. This content material is written strictly in my private capability and doesn’t replicate the views of any employer, group, or affiliate. We strongly encourage readers to conduct their very own analysis and seek the advice of a licensed monetary advisor earlier than making any funding.
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