Beruflich Dokumente
Kultur Dokumente
220
F O R T P O I N T C A P I TA L PA R T N E R S
SAN FRANCISCO, CA 94111 CHICAGO, IL 60603 HIGHLANDS RANCH, CO 80129
W W W. F O RT P O I N T C A P. C O M
F O R T P O I N T C A P I TA L P
Inefficiencies within marketplace lending High current income that will likely correlate to rising interest rates
Long high quality/short low quality Value-biased; Long high quality earnings; Short low quality earnings
Options (long volatility) Protect against volatility spikes and bear markets
The S&P 500 forward 12-month P/E ratio is above its 5- and 10-year
Valuations
average
Interest Rates Rates are rising in the U.S., which typically result in lower bond prices
Reduction in U.S. corporate tax rates and global economic growth will
Inflation
likely result in increased demand for raw materials