Investment Philosophy

  • Niche markets present opportunities that other investors may overlook or undervalue
  • Alpha can be created by developing superior fundamental and technical understanding of prepayments through analysis of loan detail and effective hedging
  • Midway’s non-blackbox approach provides thorough analysis and breaks reliance on historical data during unusual market conditions
  • Use a combination of market experience, quantitative tools and conservative risk management guidelines to drive the decision making process
  • Continuous investment in personnel, research and technology is critical for optimal results