This is part one of a two-part interview with Jonathan Rochford, portfolio manager at Australia-based Narrow Road Capital. The interview is part of ValueWalk’s Value Fund Interview Series.
Throughout this series, we are publishing weekly interviews value-oriented hedge fund, and asset managers. All the past interviews in the series can be found here.
Narrow Road Capital is a boutique Australian credit manager, which first started trading in 2012. The firm’s investment strategy is based on finding bargains in credit investments, particularly esoteric and illiquid opportunities.
And so far, this approach has yielded some impressive results with Narrow Road’s returns beating equities with volatility similar to the bond index since inception.
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