Invest Like The Best
Episode 114 High Yield Credit Investing
Invest Like The Best

Episode 114: High Yield Credit Investing

Invest Like The Best

Episode 114

High Yield Credit Investing

Bryan Krug is a managing director of Artisan Partners and a portfolio manager on the Credit team. We cover the construction of a high yield portfolio, benefits of high yield investments, and mispricings in the high yield market.

[00:01:21] – Components of a credit cycle

[00:02:11] – Overview of the high yield debt markets

[00:05:54] – Why should investors consider this investment class

[00:08:00] – How analyzing a company’s debt is different from what equity analysts look for

[00:09:31] – Primary factors when exploring a company’s ability to de-lever

[00:10:32] – What is their alpha vs others in the space

[00:12:51] – Deep dive into the quantitative factors for them to look into a deal

[00:15:14] – Benchmarks he uses

[00:16:57] – Portfolio construction

[00:18:04] – Their preference for broadband providers over cable tv networks

[00:20:50] – What piques his interest about spreads

[00:22:39] – The ratings of debt

[00:26:29] – A recent example of an opportunity and how the mispricing was identified

[00:30:06] – Most valuable data sets in this world

[00:32:40] – Favorite part of this process

[00:33:15] – Most surprising new learning

[00:33:50] – Maintaining your advantage

[00:35:38] – The biggest pools of error in this industry

[00:38:49] – What industries interest Bryan

[00:41:39] – Dedication to this market

[00:42:34] – Evolution of his healthy skepticism

[00:43:27] – Can things in the debt market help to project what will happen in the equity markets

[00:45:45] – Current view of the world based on what is happening in the credit markets

[00:46:40] – Categories of convenience that he cares about

[00:50:04] – Anything that has him worried in high yield markets

[00:51:27] – Kindest thing anyone has done for Bryan

High Yield Credit Investing

Introduction

Patrick
My guest today is Bryan Krug, who manages the Artisan Partners Credit Team and overseas more than $3 billion in high yield credit investments for the firm. This was my first conversation on high yield, so I took it as an opportunity to get an overview on the investment universe and hone in on the tools used for analysis and security selection. As an equity investor, I think one of the most fruitful areas of research is into ways that companies fail or go wrong, and credit investors focus almost entirely on this potential for impairment. My guess is that all equity investors will learn something useful from this conversation, so please enjoy.

High Yield Credit

Maybe before we get into what opportunities are dangerous, the credit cycle creates at different points, you could outline, because this is the first time I've had any conversation with anyone specifically about the high yield of universe and really about fixed income in any level of detail, to be honest, I'm much more of an equity guy. So maybe highlight what that universe of high yield looks like, how it's defined, and from that definition, we'll kind of get into some of the more particulars.

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