EP 23: Carl Kaufman of Osterweis Funds – Why Income, Why Now Artwork

Deconstructing Alpha

Timely and impactful interviews with prominent investment managers. Frontier Asset Management has a long history of investing in active mutual funds . In this podcast, we seek to shine a light on the investment managers who run these mutual funds. We believe, these professionals need to stay on top of economic events, the political environment, and business trends worldwide. They also need to have in-depth knowledge of the businesses that drive our economy. In short, many of the investment managers I have come across in my career are some of the most brilliant people I have ever met. Frontier has in-depth access to these managers and their insights. Through this podcast, I share this access with you. This podcast is a sign of respect for the skill and intellect exercised by these managers.

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Deconstructing Alpha

EP 23: Carl Kaufman of Osterweis Funds – Why Income, Why Now

July 27, 2023 • Geremy van Arkel, CFA® • Season 1 • Episode 23

For the twelve years following The Great Financial Crisis, money market yields had remained close to 0%, and bond yields were consequently repressed. However, today the entire bond spectrum appears to exhibit different characteristics than when the Fed Funds Rate was 0%. Instead of low inflation, we have inflation higher for longer. We currently have an inverted yield curve, where short-term bonds offer higher yields than longer dated bonds. Further, we have whole segments of the bond market that are offering yields in the 7%+ range.

To help uncover all that needs to be known on this subject right now, I interview Carl Kaufman of Osterweis funds. Carl is the most experienced bond manager that I know of when it comes to all things income. Many of you might have listened to him before on this podcast, but those that haven’t, you are in for a treat.

If you like to earn income from your bonds, this might be something you want to listen to. So, pod up and tune in to Carl Kaufman of Osterweis funds.