Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

In this Discussion

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.

    Support MFO

  • Donate through PayPal

SEC Probes Small Bond Trades That Lead to Big Returns ‘Odd lot’ buying in mortgage portfolios -WSJ

edited October 2020 in Fund Discussions
This is a WSJ October 12, 2020 article by Justin Baer which identifies AlphaCentric Income but also mentions some other possible funds: Semper MBS Total Return, Deer Park Total Return Credit Fund and Performance True Strategic Bond Fund.

The article states how in each instance, the fund bought those mortgage securities in small “odd lots,” or increments of less than $1 million, according to a securities filing.

The article mentions how odd lots often trade at a discount to larger, “round-lot” positions. Sometimes these discounts are not being applied buy rely on a third parties that use pricing on round lots on the same trading security.

There is a pay wall -interesting article.

https://www.wsj.com/articles/sec-probes-small-bond-trades-that-lead-to-big-returns-11602495001

Can be viewed in inprivate window in Mozilla.

Comments

Sign In or Register to comment.