(Bloomberg) The best returns are not in the riskiest stocks but in the least risky bonds. But you can’t get them without leverage.That philosophy helped Asgard Fixed Income Fund deliver a 19 percent return in the past year.
“That’s the core of our strategy,” Morten Mathiesen, 45, chief investment adviser at Copenhagen-based Moma Advisors A/S, said in a phone interview on Thursday. “The best risk-adjusted returns are actually the low vol trades.”
