Bloomberg BusinessWeek: Portfolio Manager Jessica Bemer on the Markets

Jessica Bemer, Portfolio Manager at Easterly Investment Partners, appeared on the Bloomberg BusinessWeek podcast to offer her thoughts on the markets. As we approach year-end, Jessica thinks that most companies will be quiet, and the markets will be trading on macroeconomic news, including what Federal Reserve officials say at this week’s meetings, the quadruple “witching […]

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MarketWatch: Uncovering these ‘hidden stories’ has led this fund manager to stock gains that beat the S&P 500. Here are his picks

Jack Murphy, the co-chief investment officer and portfolio manager at Easterly Investment Partners, told MarketWatch, “The case for value is, irregardless of sector, you can find great, great opportunities,” such as good companies that have been recovering as the pandemic has become less of a day-to-day factor. Murphy added that the COVID-19 variants would not […]

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Bloomberg Markets: Monday, November 29, 2021

In an appearance on Bloomberg Markets, Flexjet Chief Operating Officer Megan Wolf explained why private jet travel has recovered faster than that of the commercial airlines and the reasons newcomers to private jets will remain. “We think that they’re going to stay now that they can see the flexibility, the fact they can fly from […]

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Mfame: MLEP Launches Its Second Chemical Tanker Tranche

In coverage of Easterly Asset Management’s Maritime Logistics Equity Partners (MLEP) announcement of a second round of funding to purchase chemical tankers, Mfame quoted MLEP CEO Darrell Crate as saying, “We now know that the dislocation and subsequent investment opportunity is greater than we first thought, and not just in the stainless steel sub-sector, but […]

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Money Life with Chuck Jaffe: November 29, 2021

Arnim Holzer, global macro strategist at Easterly EAB Risk Solutions, appeared on Money Life with Chuck Jaffe. Holzer said that, “Our concern here is that investors haven’t understood the chances that their portfolios may underperform more than they expect if rates actually do start to normalize in the second quarter of next year.” Listen.

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Tradewinds: MLEP targets $200m raise for chemical carrier buys

Darrell Crate, CEO of Easterly Asset Management’s Maritime Logistics Equity Partners (MLEP), announced a second tranche totaling $200-$250 million for the purchase of chemical tankers, helping investors benefit from dislocations in a market in which tankers are in short supply, demand is growing and future orderbooks are low. MLEP is acquiring pre-owned tankers, refurbishing them […]

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