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RiverPark Strategic Income Fund (RSIVX) 4th Quarter Letter
Thanks, Mike. Frankly, I'd forgotten it is once again time to start looking for these reports. As a holder who continues to build position in RSIVX, I was pleasantly surprised to see that this fund does have the ability to play some pretty good defense (as demonstrated in 2H2014), without compromising yield.
For those not invested with Sherman, but who are paying increasing attention to HY debt re. oil and gas credits, there may be some material here that would hold your interest. Several pages are devoted exclusively to this topic, and it is used as the core topic around which a broader discussion of HY credits and RSIVX investments is elaborated.
Comments
For those not invested with Sherman, but who are paying increasing attention to HY debt re. oil and gas credits, there may be some material here that would hold your interest. Several pages are devoted exclusively to this topic, and it is used as the core topic around which a broader discussion of HY credits and RSIVX investments is elaborated.