Harnessing Convertible Opportunity: Bottom-Up Selection and Growth Themes Guide the Way
Jon Vacko, Joe Wysocki
October 5, 2023
Looking forward, we are cautiously optimistic but see multiple positives and negatives pushing and pulling the market. Our overall focus remains on bottom-up company selection and actively managing risk/reward tradeoffs. We also favor innovative companies positioned to benefit from enduring secular themes.
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