Stan Sokolowski, Senior Portfolio Manager
Stan Sokolowski, Senior Portfolio Manager

The Case for Non-Traditional Fixed Income in Every Rate Environment

Case Studies

In this case study we will take a close look at the large, liquid and mature $1.2 trillion U.S. senior secured corporate loan market. In this study, we present our case for loans in every rate environment.

A decade of headlines have been written offering unknowledgeable opinions, selective facts and ultimately, an incomplete picture of the loan asset class. This is at a time when investors are rightfully seeking more information and solutions on how to navigate an unprecedented landscape of historically low interest rates and yields.

The mismatch between retirement assets and income is only getting worse as the headwinds of secular challenges grow. One of the key messages that has been inaccurately communicated to retail investors time and time again is that senior secured loans, given their floating rate nature, only perform when interest rates are increasing. Fake news! As is often the case, opinion and emotion are ubiquitous while facts and analysis can be difficult to find.

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Stan Sokolowski, Senior Portfolio Manager
Stan Sokolowski, Senior Portfolio Manager
Stan Sokolowski is Managing Director, Senior Portfolio Manager and Deputy CIO at CIFC Investment Management LLC, a sub-advisor to Catalyst Funds. He is Senior Portfolio Manager of a floating rate income strategy at Catalyst Funds. Mr. Sokolowski has 28 years of credit, portfolio management, and trading experience. He is a lead portfolio manager and member of the CIFC’s Investment Committee. Mr. Sokolowski has a broad range of investment management skills and experience in private and public credit markets. He has invested and traded across the spectrum of credit, including high yield to investment grade as well as distressed and stressed credit, fixed and floating rate instruments, bonds, loans, CDS and index products. Mr. Sokolowski completed Chemical Bank’s MBA Capital Markets and Credit Training Program in 1994 and holds a B.A. in Finance from Michigan State University.

David Miller on CNBC’s Market Navigator: Will Overheating Hurt Nvidia?

David Miller -
Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.
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In October, Goldman Sachs strategists cautioned investors to be prepared for stock market returns during the next decade that are toward the lower end of their typical performance distribution.
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