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    • Monthly Flash

    August 2023

    Monthly Flash

    July 2023

    Monthly Flash

    June 2023

    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