White Lake Capital provides actionable investment ideas and a model portfolio to its subscribers. We are searching for opportunities in the emerging market fixed income universe, focusing on investments with high intrinsic value and low risk of capital loss. Our ideas are meant for long term investments, and can result in short term mark-to-market losses. Our goal is that our model portfolio never has a loss on a 12 months horizon. We try to identify the best emerging market fixed income ideas without regional or sector limitations. We only select the best, as a result our portfolio has typically only a few positions.