Yarra Capital Management believes that margins of bulk commodity miners are extraordinarily high, to the point where you can question their sustainability.
Read more from AFR Weekend…. (subscription required)
22 Jul 2017
Yarra Capital Management believes that margins of bulk commodity miners are extraordinarily high, to the point where you can question their sustainability. Read more from AFR Weekend…. (subscription required)
16 Nov 2020
Can credit replace lost dividends in a zero-rate world?
For Credit Portfolio Manager Phil Strano, as we near the end of 2020 it’s become clear that not all debt...
3 minute read
15 Mar 2021
Industrials prove their worth
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, explains the recent significant outperformance of Industrials, looks at current...
3 minute read
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