Relative Value Partners has significant experience identifying opportunities for our clients in underfollowed, yield-oriented, publicly traded securities.
In a recent conversation, Senior Portfolio Manager Doug Crimmins joined the popular financial podcast “Money Life with Chuck Jaffe” to outline RVP’s process for identifying opportunities in these niche investments and to share his current market views. In this discussion, Doug explored topics like:
- How RVP uses investment structures such as Preferred Stocks, REITs and BDCs
- The fundamental, bottoms-up process through which RVP identifies attractive opportunities in these spaces
- Why negative market sentiment might be creating attractive valuations in certain investments today
- Why a particular niche within the Preferred Stock universe is particularly interesting in rising rate environments
- You can listen to the full conversation below. If you have questions about any of the information covered, we invite you to connect with our team.
Listen Here
Relative Value Partners merged with Kovitz Investment Group Partners, LLC as of August 2024. All Insights are opinions of the author as of the posting date. Any graphs, data, or information in this publication are considered reliably sourced, but no representation is made that it is accurate or complete, and should not be relied upon as such. This information is subject to change without notice at any time, based on market and other conditions. Past performance is not indicative of future results, which may vary.