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Perron Team
Dec 16, 202213 min read
12 Themes for 2023
1. Attractive Risk Reward in Shorter Dated Investment Grade Fixed Income The Kipling Strategic Income Fund recently purchased several...
Perron Team
Dec 7, 20227 min read
An Arbitrary Grading of Our 12 Themes for 2022
One of our more popular reading materials for the 2021 year was our “ 12 Themes of 2022 ” piece that we published just prior to the...
Derek VanGenderen
Nov 29, 20222 min read
Never Look Santa’s Gift (Horse) In the Mouth
Every gathering, regardless of whether it is with friends or strangers, the question always arises “Is now a good time to invest in the...
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