The concept of de-dollarization has been hotly debated and the topic one of the most frequently asked questions by investors in recent months. This month’s commentary offers perspectives on de-dollarization.
Tom Ansen-Wilson, Senior Emerging Markets Analyst and Global Assistant Portfolio Manager, explores global trends in cybersecurity that present attractive investment opportunities.
We are often asked “What type of event driven fund are you?” In this quarter’s letter, we illustrate our differentiated investment philosophy and process in action through the case study of our investment in Golden Entertainment, Inc (“GDEN”). Read more in our latest Event Driven Commentary.