Investment Memo

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    • Investment Memo Started from the Bottom, Now We’re Here

    Investment Memo

    Started from the Bottom, Now We’re Here

    Investment Memo Participating in the Upside of Higher Rates

    Investment Memo

    Floaters: Participating in the Upside of Higher Rates

    Investment Memo Dei Considerations in Agency CMBS Investments

    Investment Memo

    DEI Considerations in Agency CMBS Investments

    Merganser Capital Management Q & A with Andrew Smock, CFA

    Investment Memo

    Merganser Q & A with Andrew Smock, CFA

    Merganser Capital Management Q & A with David Fishman, CFA

    Investment Memo

    Merganser Q & A with David Fishman, CFA

    Merganser Capital Management Q & A with David Gorovitz

    Investment Memo

    Merganser Q & A with David Gorovitz

    Merganser Investment Memo So Far So Good for SOFR

    Investment Memo

    So Far So Good For SOFR

    Investment Memo CMBS Update and a Few Thoughts on Retail

    Investment Memo

    CMBS Update and a Few Thoughts on Retail

    Merganser Capital Investment Memo Credit Risk Transfer

    Investment Memo

    Credit Risk Transfer

    Investment Memo The Sleepy Giant Awakens Libor On The Move

    Investment Memo

    The Sleepy Giant Awakens: LIBOR on the Move

    Investment Memo Uncertainty in the FFELP Student Loan Market

    Investment Memo

    Do Your Homework: Uncertainty in the FFELP Student Loan Market

    Investment Memo

    Rate Hike Blues: Have We Heard This Song Before?