Tacit Investment Management has one of the highest exposures to high-yield bonds of all the portfolio managers we cover.

This week we are joined by Kypros Charalambous, investment director at Tacit, to find out they pivoted to high-yield bonds since 2022 and the role it plays in their portfolios.

He also explains why Tacit prefers a smaller number of holdings and a more concentrated portfolio, and his fund manager red flags.

The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

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