Markets Magazine
This Fund Manager Picks Stocks by Watching Bonds, Beating 99% of Peers
Sandy Rufenacht buys shares of companies that pay down debt for the Aquila Three Peaks Opportunity Growth Fund.
The Fund Manager Picking Stocks by Watching Bonds
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Sandy Rufenacht is a bond guy who figured out stocks.
The co-manager of the Aquila Three Peaks Opportunity Growth Fund says his high-yield-bond research leads him to companies whose stocks are primed to rise. “We find these ideas in advance of the equity market,” he says.