Gapstow Capital Partners: A broader definition of credit opportunities - YouTube

A broader definition of credit opportunities: Corporate Credit. Household/Consumer Debt. Commercial Real Estate. Bank Investments. Credit is underutilized in a majority of portfolios.

Investors must recognize credit risks vs. fixed income and equity beta risks. Valuation concerns in credit - One solution is to align interest for all parties.

Rebound in US residential housing market yields nice RMBS opportunities. Community banks and CLO equity present interesting nvestment opportunities.

Create a diversified credit portfolio without significant interest rate exposure. Largely invested in floating rate format.