Rubicon Associates is headed by a Chartered Monetary Analyst constitution holder with over 20 years of expertise within the funding administration trade centered on the evaluation, funding and administration of fastened revenue and most well-liked inventory portfolios in addition to asset allocation and macro portfolios. Over time, he has analyzed and invested in each private and non-private firms around the globe in addition to suggested institutional shoppers on fastened revenue methods, supervisor choice, and asset allocation. The principal has been accountable for managing practically seven billion {dollars} in credit score investments throughout the capital construction and overseeing the analysis and buying and selling of credit score market actions, $20 B in a short-duration fund, and was Chief Strategist at a wealth administration agency. Rubicon Associates has written for In search of Alpha, Be taught Bonds, a publication and TheStreet.com along with advising institutional and personal traders.
Analyst’s Disclosure: I/we have now a helpful lengthy place within the shares of ARCC, BXSL, GBDC, HTGC, TSLX, MSDL, RWAYI, SLRC both via inventory possession, choices, or different derivatives. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it. I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
The content material of this text displays my private views and is supplied for informational and academic functions solely. It doesn’t represent funding recommendation, monetary recommendation, or a advice to purchase or promote any securities or monetary devices. Whereas I try for accuracy, the data offered might include errors or omissions or be based mostly on sources believed to be dependable however not independently verified. I make no representations or warranties as to the completeness, accuracy, or timeliness of any data offered. This text shouldn’t be meant to supply, and shouldn’t be relied upon for, funding, authorized, tax, or accounting recommendation. The securities and techniques mentioned is probably not appropriate for all traders. Previous efficiency shouldn’t be indicative of future outcomes. All investments contain danger, together with the potential lack of principal. I could maintain, or have held, positions within the securities talked about. I don’t obtain compensation for writing this text, nor do I intend to affect the value or buying and selling quantity of any safety mentioned. All opinions are topic to alter with out discover. This content material is written strictly in a private capability and doesn’t mirror the views of any employer, group, or related entity. Readers are strongly inspired to conduct their very own impartial analysis and to seek the advice of with a licensed monetary advisor earlier than making any funding.
In search of Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No advice or recommendation is being given as as to if any funding is appropriate for a selected investor. Any views or opinions expressed above might not mirror these of In search of Alpha as an entire. In search of Alpha shouldn’t be a licensed securities vendor, dealer or US funding adviser or funding financial institution. Our analysts are third get together authors that embrace each skilled traders and particular person traders who is probably not licensed or licensed by any institute or regulatory physique.
