Webinar - Presentation

March 2018 Webinar: Debt Won’t Be Cheap Forever



Topics covered in this presentation include:

  • Why are small caps more vulnerable to inflation and rising rates than large caps?
  • Could higher interest rates be the undoing of volatility-based strategies?
  • What types of businesses tend to perform better or worse in an inflationary environment?
  • How does Intrepid adjust for rising rates in its business valuations?
  • How are Intrepid’s portfolios positioned today?