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Jeff Castle

Jul 9, 2026

11:16
Maybe taking a bit of a step back and thinking about an investor's broader portfolio is One question that comes up is, where does a strategy like this fit in with your overall investment allocation? How would you think of the credit opportunities funds role alongside other investments?
11:40
people have a hard time getting their heads around what kind of risks they're taking on.
11:44
Because when you start hearing terms like bankruptcy, restructuring, where does your mind go? It goes to the Big Shore, to Enron, and all these kinds of situations.
11:54
What that person that has that in their mind does not understand is when we get involved, the price is already been.
12:02
The price has already come down to reflect the risk of those bad outcomes.
12:06
And yes, sometimes we get it wrong and we get into outcomes, you know, bad and the outcome is somewhat worse.
12:12
That does happen and I can deny that.

20 MINS LATER

32:30
Jeff, you want to add?

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