Spatium Small Companies Fund returned -8.0% for the month of October vs -5.6% for the benchmark.
HNWI
Spatium Small Companies Fund update for September 2023
Given the state of the global bond market with yield curves indicating a minor uplift to rates in the US at the next FOMC, it’s plausible that the extended tilt away from small companies segments both domestically and abroad has been overdone.
KeyInvest and Mantis Funds announce partnership
Specialty financial services provider KeyInvest and technology-enabled multi-boutique platform Mantis Funds are proud to announce a partnership that will bring investment bond products to the financial advisor and high-net-worth individual (HNWI) markets nationally.
Bonds not a safe harbour as inflation builds
Investment grade fixed income has historically been seen as a safe haven for investors but the total return on the Bloomberg Investment Grade Corporate Index for 2021 was -1.0% and US junk bonds now yield less than 4% with a projected 9% default rate.