Talk Investment with Mark Wenzel talk to Sam Morris from Ardea Real Outcome Fund.
Fixed Income is a difficult asset class right. Interest rates are low, credit risk is increased and you have to accept long duration tail risk for higher returns.
The Ardea Real Outcome Fund is different. It does not take any credit or duration risk and they have historically achieved higher returns during periods of increased volatility.
This discussion delves into how Ardea achieves their returns while eliminating the 2 biggest risks for fixed income investors.
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