Intrepid Capital Portfolio Manager Hunter Hayes recently joined anchor Gregg Greenberg on InvestmentNews’ IN the Nasdaq series to discuss the fixed income market today. Hayes talked through current valuations, the firm's preference for short duration credit, and the deep, valuation-driven research process it applies when evaluating potential investments.
The conversation also touched on liquidity, and why the firm continues to favor syndicated credit over less liquid alternatives, along with Hayes' perspective on how AI-related trends factor into the firm's credit analysis.
Watch the full feature on InvestmentNews
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