2017 Archived Scott Letters


Vol. XVII, No. 1 (March 2017). Mark Mobius: His Investment Philosophy, Trump, Putin, Globalization, Arctic Oil. Interview with Mark Mobius, Executive Chairman of Templeton Emerging Market Group.

Vol. XVII, No. 2 (June 2017). Brookfield's Real Assets Income Fund: Multisector Approach to Income Investing. Interview with Larry Antonatos, Managing Director, Portfolio Manager.

Vol. XVII, No. 3 (September 2017). Ares Dynamic Credit Allocation Fund (ARDC): Loan Focused but with Diversified and Tactical Approach to Credit Investing. Interview with David Sachs, founding member and Partner of Ares Management.