In May 2017, Semper contended that there are many compelling reasons to focus on the CRT market, offering investors an opportunity to achieve attractive risk-adjusted returns while accessing various parts of post-crisis mortgage credit and origination. Through 2017, this asset class was among the top performers in our sector and continues to represent a strong value investment today. One of the continuing reasons for our focus and expectation for outperformance is the product’s relationship to interest rates: CRT outperforms with raising rates. Today, we believe there are many merits to CRT and it remains a strong focus for our positioning.
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