True North’s First Quarter Market Update

Mark Gehlbach, President and Co-founder, recently sat down with our Chief Operating Officer and Investment Committee Member, Chris Pate, for a timely discussion on what’s driving markets today. From rising interest rates and tight credit spreads to heightened uncertainty around the recent election, Chris offers valuable perspective on how True North’s Investment Team is navigating current conditions—and why periods of stress often present the most compelling opportunities.

To watch the full video, please play the video below or click here to watch on our YouTube Channel.