We’re pleased to share that Ron Zeltzer, Portfolio Manager of the Ardesia CLO Opportunity Fund, was featured in a recent article by 9fin, offering insights on navigating recent credit market volatility.
“In early March, we exited long-dated double-Bs above par and rotated into shorter-duration triple-B positions as spreads moved wider… We ended the month with a 10% cash position, providing flexibility in a volatile environment.”
At Valeur Group, we continue to adapt and position our portfolios for success in uncertain times.
