We had another fantastic conversation with the portfolio managers of the Osterweis Strategic Income Fund this week. Topics included:
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What they’ve learned about the economy from a portfolio company in the fast-food industry
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Red flags in corporate governance and structure that causes them not to invest or to sell
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Their consistently higher cash position and how it enables quicker pivots and opportunism during market volatility
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How their portfolio has and hasn’t evolved over the last decade
You can watch the replay below:
