Monthly Archives: August 2014
Upcoming TV Appearance
With the start of the football season, be sure to watch Ron Heller, CEO of Peritus Asset Management and Super Bowl XXIII winner, as he is a guest on Bloomberg TV on Wednesday, September 3rd, 2014 at 4:40pm ET to …
Peritus in the News
Tim Gramatovich was interviewed by TheStreet in a segment entitled, “Massive Outflows Do Not Spell Doom for High Yield Market” on Thursday, August 14, 2014.
Upcoming TV Appearances
Peritus’ Tim Gramatovich will be a guest on Bloomberg TV’s “Street Smart” on Wednesday, August 13th at 3:45pm ET and Business News Network’s “Business Day” program on Thursday, August 14th at 3:50pm ET.
The Peritus Process: Managing Risk
What is risk and how is it defined? To us, risk is about losing money and managing risk is what portfolio management is all about. Let’s begin with credit risk, which is something we take on and expect to get …
Exploration and Production Dividend Equities: What to Look for and What to Avoid
Eyebrows have been raised recently about the sustainability of dividends in the energy sector as more and more companies adopt a dividend paying model, be it Master Limited Partnerships (MLPs) or traditional equities that pay dividends. Some believe exploration and …
Rates and Reality
With this week’s 4.0% GDP number and FOMC meeting statement, concern seems to re-emerge that rates will be headed higher in the near-term. The Fed has said that they will keep rates low for a “considerable time” once the asset …
An Inefficient Asset Class
We believe that the best approach to credit investing is to be agnostic on the credit ratings. This ratings agnosticism is central to our investment philosophy and process. We believe that credit ratings have created inefficiencies in corporate credit and …
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