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Capacity Discipline — It's More than Just a Number

Henry Song, CFA

Capacity discipline requires more than just an understanding of asset levels. It requires deep knowledge of the markets and what it takes to deliver excellent investment results. Portfolio manager Henry Song, CFA, discusses the nuances of establishing capacity ranges for fixed income strategies.

The views expressed are those of the speakers as of November 2021 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.

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