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CrossingBridge 1Q24 Commentary

CrossingBridge 1Q24 Commentary

https://blog.crossingbridgefunds.com/blog/q1-2024-commentary-getting-off-the-benchmark

Please ignore prior post with typo. I should be more careful with my iPhone. Guess it happens post scuba diving trip in Cuba

Comments

  • edited April 14
    In looking at the best performing bond funds YTD (over 3%). one commonality is a large exposure to commercial MBS. I have also been pleasantly surprised at how many bond funds ( including yours) are handily beating cash in the face of the rising 10 year Treasury yields.
  • "Reaching for yield in short maturity paper of stressed credits can be a dangerous play."
  • edited April 17
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