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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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CrossingBridge 1Q23 Commentary

Please find CrossingBridge’s 1Q 2023 Quarterly Commentary: "Tide Pools".
https://blog.crossingbridgefunds.com/blog/q1-2023-commentary-tide-pools
Enjoy and should the Board desire a webinar, I am available. Just contact David Snowball and John Conner ([email protected]) to arrange.

Comments

  • "...Don’t be surprised if our portfolios reallocate some capital to CRE with our credit pencils well-sharpened."

    Makes me smile. I'm still holding onto my own small stake in a dedicated niche REIT: PSTL. My confirmation-bias bone feels better, now. David, it was an engrossing read. Thank you very much.

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