Deconstructing Alpha

EP5: Why Would Anyone Index Corporate Bonds with Carl Kaufman

Season 1 Episode 2

In this episode, Geremy and Shannen interview Carl Kaufman, Co-President, Co-Chief Executive Officer, Chief Investment Officer of Osterweis funds, but more importantly, manager of the Osterweis Strategic Income Fund. With inflation fears on the horizon - leading to investors' big fear of rising interest rates - talking bonds, interest rates, and inflation couldn’t be more timely. And, who better to discuss this with than Carl Kaufman! While “deconstructing” the alpha that Osterweis seeks to provide, it becomes apparent that what this episode really uncovers:  the value of active management for bond investors.