| Managers attending the Summit |
Here is a guide to the managers who are attending this year's HFM US Allocator Summit in May:
Aequam Capital
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Aequam Capital is an asset management firm founded by Arnaud Chrétien and his partners. It is registered and regulated by the Autorité des Marchés Financiers (“AMF”) - French Securities Regulator - and registered with the NFA-CFTC in the United States.
Based in Paris, France since 2010, we strive to help qualified and institutional investors reach their investment goals by offering our unique range of managed futures, the Aequam Diversified UCITS fund, custom mandates and Smart Beta products with exposure to the main equity, bond, currency and commodity markets, to generate superior long-term risk-adjusted returns.
Aequam Capital believes that the main contributor to performance is often rooted in risk allocation systems. Unlike most other asset managers, which try to make fundamental economic predictions, we focus on capturing alpha through our proprietary quantitative investment process (“DyNA”) targeting optimal risk allocation. We invest in high-momentum assets with low-risk characteristics to tap into market cycles, and to avoid risk concentration and market correlation.
The DyNA systematic approach is the product of extensive quantitative research, drawing on the broad experience and synergies generated by our fund managers, researchers and risk managers, and has been applied successfully to multiple asset classes. Aequam Capital’s investment ideas are tried and tested and have to make common financial and economic sense before they are implemented. Over time, this method delivers solid long-term profits for you at an acceptable level of risk.
Aequam Capital’s governance and full understanding of the legal and regulatory challenges of the industry, combined with the value created by our research and investment process, help our clients achieve their goals and build a long-term relationship based on mutual trust.
__________________________________________________________________________
Bowery Investment Management, LLC
Strategies: Alternative credit and fixed income
> Download tearsheet
Bowery Investment Management, LLC is an SEC-registered investment advisor specializing in niche distressed investments with a primary focus on middle market debt, trade claims, and special situation credit and equity opportunities. Bowery takes a deep value approach to finding attractive investment opportunities with an experienced portfolio management, research and trading team. The firm invests long and short across capital structures in bank debt, bonds, trade claims, equities and options. Bowery seeks to achieve high risk-adjusted returns, low volatility, and capital preservation during severe market downturns. The firm was founded by Vladimir Jelisavcic, previously a Principal and Portfolio Manager at Longacre Fund Management, LLC. Bowery’s flagship strategy has a track record of nearly five years and has significantly outperformed many distressed benchmark indices since inception.
www.boweryim.com
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Cedarview Capital Management, LP
Strategies: Alternative Credit/ Fixed Income
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Cedarview Capital Management ("Cedarview") is an SEC Registered Investment Advisor founded in 2004 by Burton Weinstein. Cedarview manages an event driven hedge fund and managed account platform investing across the US high yield capital structure (including bank loans, bonds, equities, and related derivatives). Assets Under Management are currently north of $200 Million.
www.cedarviewcapital.com
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Cygnus Funds
Strategies: Activist and Event Driven
Other: Equity Long/ Short, Equity UCIT
> Download tearsheet
Cygnus Europa Event Driven aims to capture event-driven investment opportunities around corporate actions in Europe. The Portfolio Manager has a proven ability to price risky assets and find asymmetries of risk across multiple industry segments. The fund takes positions in anticipation of price movements that will affect a company's capital structure. These positions are built using a variety of instruments including equities, credit and derivatives that result in very well structured risk/reward ratios, minimizing downside risk and avoiding crowded and popular trades. Since its inception in July 2010, the Fund has delivered annualized returns of 16% with volatility of 10%.
www.cygnus-am.com/en/
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D'Alembert Capital
Strategies: Activist/ Event Driven
D'Alembert Capital is launching a global equity strategy with a strong European angle. Its innovative value with hard catalyst approach is similar to PE when assessing a target value creation potential and uses single-name listed options as a source of convexity or arbitrage opportunities across asset classes around an event. It relies on an experienced team of HF professionals with a background in PE and very strong portfolio construction and risk management processes.
www.dalembertcap.com
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Dix Hills
Strategies: Alternative Credit/ Fixed income; Liquid Alternatives
> Download tearsheet
Dix Hills Partners’ expertise is managing global interest rate exposure, delivering uncorrelated absolute return alpha by converting rate volatility into skill-based excess return. Client solutions include a diversifying liquid alternatives strategy and a proprietary fixed income enhancement strategy to help control interest rate risk of traditional global fixed income portfolios.
www.dixhillspartners.com
________________________________________________________________________
FM Capital Partners
Strategies: Activist and Event Driven; Emerging Markets
Other: Equity Global Equity Long/ Short
> Download tearsheet
FM Capital Partners – presenting an event driven fund with a focus on generating superior risk adjusted returns and forming collaborative long term partnerships with key investors.
www.fmcapitalpartners.com
____________________________________________________________________________________________
Hillair Capital
Strategies: Alternative credit and fixed income
> Download tearsheet
Hillair Capital Investments LP makes fundamental investments in smaller, growing public companies by creating and acquiring custom structured products via private placements. The investment objectives are to ensure capital preservation and offer a base return independent of market direction while positioning investors for further upside appreciation.
________________________________________________________________________
Kawa Capital
Strategies: Alternative Credit/ Fixed Income; Liquid Alternatives; Activist and Event Driven
> Download tearsheet
Kawa Capital is an independent asset management firm based in Florida. Kawa's flagship product is a multi-strategy hedge fund that pursues its mandate by investing in securities that have deviated from their intrinsic value, with special emphasis on capital preservation. Our investors value Kawa's performance history, the transparency and the robust operational infrastructure.
www.kawacapital.com
____________________________________________________________________________________________
Kerrisdale Capital
Strategies: Activist and Event Driven
Other: Fundamental Equity Long/ Short
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Aequam Capital
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Aequam Capital is an asset management firm founded by Arnaud Chrétien and his partners. It is registered and regulated by the Autorité des Marchés Financiers (“AMF”) - French Securities Regulator - and registered with the NFA-CFTC in the United States.
Based in Paris, France since 2010, we strive to help qualified and institutional investors reach their investment goals by offering our unique range of managed futures, the Aequam Diversified UCITS fund, custom mandates and Smart Beta products with exposure to the main equity, bond, currency and commodity markets, to generate superior long-term risk-adjusted returns.
Aequam Capital believes that the main contributor to performance is often rooted in risk allocation systems. Unlike most other asset managers, which try to make fundamental economic predictions, we focus on capturing alpha through our proprietary quantitative investment process (“DyNA”) targeting optimal risk allocation. We invest in high-momentum assets with low-risk characteristics to tap into market cycles, and to avoid risk concentration and market correlation.
The DyNA systematic approach is the product of extensive quantitative research, drawing on the broad experience and synergies generated by our fund managers, researchers and risk managers, and has been applied successfully to multiple asset classes. Aequam Capital’s investment ideas are tried and tested and have to make common financial and economic sense before they are implemented. Over time, this method delivers solid long-term profits for you at an acceptable level of risk.
Aequam Capital’s governance and full understanding of the legal and regulatory challenges of the industry, combined with the value created by our research and investment process, help our clients achieve their goals and build a long-term relationship based on mutual trust.
__________________________________________________________________________
Bowery Investment Management, LLC
Strategies: Alternative credit and fixed income
> Download tearsheet
Bowery Investment Management, LLC is an SEC-registered investment advisor specializing in niche distressed investments with a primary focus on middle market debt, trade claims, and special situation credit and equity opportunities. Bowery takes a deep value approach to finding attractive investment opportunities with an experienced portfolio management, research and trading team. The firm invests long and short across capital structures in bank debt, bonds, trade claims, equities and options. Bowery seeks to achieve high risk-adjusted returns, low volatility, and capital preservation during severe market downturns. The firm was founded by Vladimir Jelisavcic, previously a Principal and Portfolio Manager at Longacre Fund Management, LLC. Bowery’s flagship strategy has a track record of nearly five years and has significantly outperformed many distressed benchmark indices since inception.
www.boweryim.com
_________________________________________________________________________
Cedarview Capital Management, LP
Strategies: Alternative Credit/ Fixed Income
> Download tearsheet 1
> Download tearsheet 2
> Download tearsheet 3
Cedarview Capital Management ("Cedarview") is an SEC Registered Investment Advisor founded in 2004 by Burton Weinstein. Cedarview manages an event driven hedge fund and managed account platform investing across the US high yield capital structure (including bank loans, bonds, equities, and related derivatives). Assets Under Management are currently north of $200 Million.
www.cedarviewcapital.com
_____________________________________________________________________________________________
Cygnus Funds
Strategies: Activist and Event Driven
Other: Equity Long/ Short, Equity UCIT
> Download tearsheet
Cygnus Europa Event Driven aims to capture event-driven investment opportunities around corporate actions in Europe. The Portfolio Manager has a proven ability to price risky assets and find asymmetries of risk across multiple industry segments. The fund takes positions in anticipation of price movements that will affect a company's capital structure. These positions are built using a variety of instruments including equities, credit and derivatives that result in very well structured risk/reward ratios, minimizing downside risk and avoiding crowded and popular trades. Since its inception in July 2010, the Fund has delivered annualized returns of 16% with volatility of 10%.
www.cygnus-am.com/en/
_____________________________________________________________________________________________
D'Alembert Capital
Strategies: Activist/ Event Driven
D'Alembert Capital is launching a global equity strategy with a strong European angle. Its innovative value with hard catalyst approach is similar to PE when assessing a target value creation potential and uses single-name listed options as a source of convexity or arbitrage opportunities across asset classes around an event. It relies on an experienced team of HF professionals with a background in PE and very strong portfolio construction and risk management processes.
www.dalembertcap.com
____________________________________________________________________________________________
Dix Hills
Strategies: Alternative Credit/ Fixed income; Liquid Alternatives
> Download tearsheet
Dix Hills Partners’ expertise is managing global interest rate exposure, delivering uncorrelated absolute return alpha by converting rate volatility into skill-based excess return. Client solutions include a diversifying liquid alternatives strategy and a proprietary fixed income enhancement strategy to help control interest rate risk of traditional global fixed income portfolios.
www.dixhillspartners.com
________________________________________________________________________
FM Capital Partners
Strategies: Activist and Event Driven; Emerging Markets
Other: Equity Global Equity Long/ Short
> Download tearsheet
FM Capital Partners – presenting an event driven fund with a focus on generating superior risk adjusted returns and forming collaborative long term partnerships with key investors.
www.fmcapitalpartners.com
____________________________________________________________________________________________
Hillair Capital
Strategies: Alternative credit and fixed income> Download tearsheet
Hillair Capital Investments LP makes fundamental investments in smaller, growing public companies by creating and acquiring custom structured products via private placements. The investment objectives are to ensure capital preservation and offer a base return independent of market direction while positioning investors for further upside appreciation.
________________________________________________________________________
Kawa Capital
Strategies: Alternative Credit/ Fixed Income; Liquid Alternatives; Activist and Event Driven
> Download tearsheet
Kawa Capital is an independent asset management firm based in Florida. Kawa's flagship product is a multi-strategy hedge fund that pursues its mandate by investing in securities that have deviated from their intrinsic value, with special emphasis on capital preservation. Our investors value Kawa's performance history, the transparency and the robust operational infrastructure.
www.kawacapital.com
____________________________________________________________________________________________
Kerrisdale Capital
Strategies: Activist and Event Driven
Other: Fundamental Equity Long/ Short
> Download tearsheet
Kerrisdale
Capital was founded in July of 2009 and presently manages $325
million. Kerrisdale leverages the publication of proprietary
fundamental research as a catalyst for select investment ideas and a means of
strengthening their overall process. Kerrisdale believes this
commitment to "research activism" is
a differentiated approach and one that can
continue to have success going forward.
________________________________________________________________________
Kortright Capital Partners, LP
Strategies: Activist and Event Driven
Other: Small and Mid-Cap Event Equity
> Download tearsheet
Kortright Capital Partners LP is an event-focused equity investment firm that seeks to deliver superior absolute returns through a deeply fundamental process and an event-driven investment framework. Kortright focuses on small and mid-cap companies that are undergoing complex change; the firm combines extensive fundamental research with an event-driven investment framework to pursue opportunities where the expected outcome may generate significant idiosyncratic returns that are not correlated to the overall market.
www.kortrightlp.com
____________________________________________________________________________________________
La Francaise Group
Strategies: Alternative Credit/ Fixed Income
La Francaise Global Investment Solutions offers a broad range of differentiated investments including alternative strategies focused on credit and risk premia as well as tailor-made solutions. Our set-up leverages on asset management know-how and technical investment banking expertise to deliver long-term performance. Launched in 2013, La Francaise GIS has $3.3 billion in assets (as of March 31, 2014) (1).
www.lafrancaise-group.com/en/home.html
(1) Aggregated figure including assets under management by La Francaise Investment Solutions and assets originated and structured by La Francaise Bank.
____________________________________________________________________________________________
Maglan Capital
> Download tearsheet
Maglan Capital is an event-driven fund with a concentrated portfolio of investments across the capital structure of small- and mid-cap companies with a core focus on financial distress, restructuring and operational turnaround.
The fund's primary objective is to achieve out-sized absolute returns over the course of an entire economic cycle (5-7 years). Since inception, Maglan has generated 15% annualized gains, net to investors.
The co-founders have been together since practicing bankruptcy and restructuring law at Skadden Arps in the late '90s. Prior to founding Maglan, they managed Credit Suisse's fixed-income alternative-asset trading business.
www.maglan.com
________________________________________________________________________
Mellon Capital Management
Strategies: Liquid Alternatives
> Download tearsheet
San Francisco-based Mellon Capital, features a suite of liquid alternative strategies, including Multi-Strategy, Global Macro, Commodity Alpha, and Equity Market Neutral strategies. Dreyfus is Mellon Capital’s primary mutual fund partner and the conduit by which individual investors access the flagship liquid alts strategy, the Dynamic Total Return Fund. The fund was launched in 2006 and currently is a 5 star rated fund in Morningstar’s Multi-alternative category.
www.mcm.com
________________________________________________________________________
M.D. Sass
> Download tearsheet
Established in 1972 and headquartered in New York, M.D. Sass is a boutique, privately‐owned investment management firm that today manages over $7bn across a spectrum of equity, fixed income, hedge fund and private equity strategies for public and private institutions, unions, private banks, family offices and individuals.
www.mdsass.com
____________________________________________________________________________________________
Numen Capital LLP
> Download tearsheet
Numen Credit Opportunities Fund focuses on stressed, distressed and special situations in sovereign, financial and corporate credits, investing primarily in Europe. The fund invests in plain vanilla, liquid instruments (cash bonds/CDS/credit indices/equities and futures) and aims to deliver absolute returns by employing an opportunistic/catalyst-driven approach to exploit significant mispricing opportunities amongst the most liquid sovereign and corporate borrowers.
www.numencapital.com
____________________________________________________________________________________________
Old Hill Partners
> Download tearsheet
The OHP Asset Income Fund LP was established with the primary objective of preserving capital and generating current income by originating and investing mainly in senior secured loans to corporate and asset-backed borrowers. The Fund focuses on lending to small to medium-sized businesses that have fallen out of favor with traditional lenders, as a result of increased regulatory constraints.
www.oldhill.com
________________________________________________________________________
Petra Credit Fund I, LP
Strategies: Alternative credit and fixed income
> Download tearsheet
Petra Credit Fund I, LP is dedicated to investing exclusively in loans originated by marketplace lending platforms, e.g., LendingClub, Funding Circle, etc. Through its proprietary, artificial intelligence-based trading platform, the Fund has, since inception, generated high yield while simultaneously minimizing both risk and volatility, i.e., no down months.
http://petrapartnersllc.com
____________________________________________________________________________________________
PVE Capital
Strategies: Alternative Credit/ Fixed Income
Other: Long/ Short Credit; Euro Credit; Distressed Credit; Specialist Sits Opps
> Download tearsheet
PVE Capital LLP is an alternative asset manager, founded in 2009 by Gennaro Pucci, that specializes in investing in the European credit markets. Its founding principles are its ability to search for value, its leadership in volatile markets and capability to deliver high performance in both bull and bear markets. It has significant expertise in managing credit assets from traditional fundamental credit to the most esoteric structured credit. PVE Capital LLP manages assets of nearly $1bn across 6 strategies. It is authorized and regulated by the Financial Conduct Authority, MFSA and is a member of AIMA Ltd.
www.pvecapital.com
____________________________________________________________________________________________
RenAsset Management
Strategies: Emerging markets
Other: Frontier and Emerging Markets
> Download tearsheet
RenAsset Management is focused on investing in Global Frontier and Emerging Markets. With offices throughout Africa, the Middle East and Eastern Europe, bottom up fundamental analysis is at the core of our strategy. With trading, sales, back-office and compliance based in the UK and the US, we adhere to the highest level of operational and legal processes. We have been managing Russian Funds since 1996, Eastern Europe since 2007 and Sub Saharan Africa Funds since 2010.
The Investment professionals have track records investing in these markets reaching back 15-20 years. The team of more than 50 people are some of the most experienced Frontier and Emerging Market Managers in the market. Managing UCITS Funds and Segregated Mandates in areas such as Global Frontier or Emerging Market Yield Funds, we are well positioned as a leading player in this space.
www.renasset.com
____________________________________________________________________________________________
Thayer Brook Partners
Strategies: Alternative Credit and fixed income
> Download tearsheet
Thayer Brook Partners is an investment management company operating systematic strategies in the most liquid exchange traded futures markets around the world. These include The Thayer Brook Fixed Income and FX Strategy which seeks to profit from significant moves in the global government bond and foreign exchange markets.
www.thayerbrook.co.uk
________________________________________________________________________
Tradex Global Advisory Services
Strategies: Alternative credit and fixed income
> Download tearsheet
Tradex Global Advisory Services is a minority-owned firm focused on managing multi-strategy mortgage portfolios and on identifying mispriced securities under various interest rate and spread scenarios. We utilize a bottom-up approach to identify opportunities in the MBS market. The team has deep experience in these markets, and has historically been able to minimize volatility and maintain low correlation.
www.thetradexgroup.com
________________________________________________________________________
Venor Capital
Strategies: Alternative credit and fixed income, Activist and event driven
Other: Distressed
> Download tearsheet
Venor Capital Management LP is a $1.2 billion investment adviser focused on sub-investment grade corporate capital structures. The Firm’s flagship vehicle, Venor Capital Master Fund Ltd., seeks to mitigate return volatility and correlation to the broader markets by employing a catalyst-driven approach with a focus on downside protection.
www.venorcapital.com
____________________________________________________________________________________________
Wasserstein Debt Opportunities, LP
Strategies: Alternative Credit/ Fixed Income
Other: High Yield; Leveraged Loans
> Download tearsheet
Wasserstein Debt Opportunities Fund, LP was established by Wasserstein & Co. and Rajay Bagaria to invest primarily in U.S. high yield bonds and leveraged loans. We seek to create differentiated high yield exposure by focusing on investments that are generally not held by index funds and carry higher risk-adjusted returns.
www.wasserco.com
Kortright Capital Partners, LP
Strategies: Activist and Event Driven
Other: Small and Mid-Cap Event Equity
> Download tearsheet
Kortright Capital Partners LP is an event-focused equity investment firm that seeks to deliver superior absolute returns through a deeply fundamental process and an event-driven investment framework. Kortright focuses on small and mid-cap companies that are undergoing complex change; the firm combines extensive fundamental research with an event-driven investment framework to pursue opportunities where the expected outcome may generate significant idiosyncratic returns that are not correlated to the overall market.
www.kortrightlp.com
____________________________________________________________________________________________
La Francaise Group
Strategies: Alternative Credit/ Fixed Income
La Francaise Global Investment Solutions offers a broad range of differentiated investments including alternative strategies focused on credit and risk premia as well as tailor-made solutions. Our set-up leverages on asset management know-how and technical investment banking expertise to deliver long-term performance. Launched in 2013, La Francaise GIS has $3.3 billion in assets (as of March 31, 2014) (1).
www.lafrancaise-group.com/en/home.html
(1) Aggregated figure including assets under management by La Francaise Investment Solutions and assets originated and structured by La Francaise Bank.
____________________________________________________________________________________________
Maglan Capital
> Download tearsheet
Maglan Capital is an event-driven fund with a concentrated portfolio of investments across the capital structure of small- and mid-cap companies with a core focus on financial distress, restructuring and operational turnaround.
The fund's primary objective is to achieve out-sized absolute returns over the course of an entire economic cycle (5-7 years). Since inception, Maglan has generated 15% annualized gains, net to investors.
The co-founders have been together since practicing bankruptcy and restructuring law at Skadden Arps in the late '90s. Prior to founding Maglan, they managed Credit Suisse's fixed-income alternative-asset trading business.
www.maglan.com
________________________________________________________________________
Mellon Capital Management
Strategies: Liquid Alternatives
> Download tearsheet
San Francisco-based Mellon Capital, features a suite of liquid alternative strategies, including Multi-Strategy, Global Macro, Commodity Alpha, and Equity Market Neutral strategies. Dreyfus is Mellon Capital’s primary mutual fund partner and the conduit by which individual investors access the flagship liquid alts strategy, the Dynamic Total Return Fund. The fund was launched in 2006 and currently is a 5 star rated fund in Morningstar’s Multi-alternative category.
www.mcm.com
________________________________________________________________________
M.D. Sass
> Download tearsheet
Established in 1972 and headquartered in New York, M.D. Sass is a boutique, privately‐owned investment management firm that today manages over $7bn across a spectrum of equity, fixed income, hedge fund and private equity strategies for public and private institutions, unions, private banks, family offices and individuals.
www.mdsass.com
____________________________________________________________________________________________
Numen Capital LLP
> Download tearsheet
Numen Credit Opportunities Fund focuses on stressed, distressed and special situations in sovereign, financial and corporate credits, investing primarily in Europe. The fund invests in plain vanilla, liquid instruments (cash bonds/CDS/credit indices/equities and futures) and aims to deliver absolute returns by employing an opportunistic/catalyst-driven approach to exploit significant mispricing opportunities amongst the most liquid sovereign and corporate borrowers.
www.numencapital.com
____________________________________________________________________________________________
Old Hill Partners
> Download tearsheet
The OHP Asset Income Fund LP was established with the primary objective of preserving capital and generating current income by originating and investing mainly in senior secured loans to corporate and asset-backed borrowers. The Fund focuses on lending to small to medium-sized businesses that have fallen out of favor with traditional lenders, as a result of increased regulatory constraints.
www.oldhill.com
________________________________________________________________________
Petra Credit Fund I, LP
Strategies: Alternative credit and fixed income
> Download tearsheet
Petra Credit Fund I, LP is dedicated to investing exclusively in loans originated by marketplace lending platforms, e.g., LendingClub, Funding Circle, etc. Through its proprietary, artificial intelligence-based trading platform, the Fund has, since inception, generated high yield while simultaneously minimizing both risk and volatility, i.e., no down months.
http://petrapartnersllc.com
____________________________________________________________________________________________
PVE Capital
Strategies: Alternative Credit/ Fixed Income
Other: Long/ Short Credit; Euro Credit; Distressed Credit; Specialist Sits Opps
> Download tearsheet
PVE Capital LLP is an alternative asset manager, founded in 2009 by Gennaro Pucci, that specializes in investing in the European credit markets. Its founding principles are its ability to search for value, its leadership in volatile markets and capability to deliver high performance in both bull and bear markets. It has significant expertise in managing credit assets from traditional fundamental credit to the most esoteric structured credit. PVE Capital LLP manages assets of nearly $1bn across 6 strategies. It is authorized and regulated by the Financial Conduct Authority, MFSA and is a member of AIMA Ltd.
www.pvecapital.com
____________________________________________________________________________________________
RenAsset Management
Strategies: Emerging markets
Other: Frontier and Emerging Markets
> Download tearsheet
RenAsset Management is focused on investing in Global Frontier and Emerging Markets. With offices throughout Africa, the Middle East and Eastern Europe, bottom up fundamental analysis is at the core of our strategy. With trading, sales, back-office and compliance based in the UK and the US, we adhere to the highest level of operational and legal processes. We have been managing Russian Funds since 1996, Eastern Europe since 2007 and Sub Saharan Africa Funds since 2010.
The Investment professionals have track records investing in these markets reaching back 15-20 years. The team of more than 50 people are some of the most experienced Frontier and Emerging Market Managers in the market. Managing UCITS Funds and Segregated Mandates in areas such as Global Frontier or Emerging Market Yield Funds, we are well positioned as a leading player in this space.
www.renasset.com
____________________________________________________________________________________________
Thayer Brook Partners
Strategies: Alternative Credit and fixed income
> Download tearsheet
Thayer Brook Partners is an investment management company operating systematic strategies in the most liquid exchange traded futures markets around the world. These include The Thayer Brook Fixed Income and FX Strategy which seeks to profit from significant moves in the global government bond and foreign exchange markets.
www.thayerbrook.co.uk
________________________________________________________________________
Tradex Global Advisory Services
Strategies: Alternative credit and fixed income
> Download tearsheet
Tradex Global Advisory Services is a minority-owned firm focused on managing multi-strategy mortgage portfolios and on identifying mispriced securities under various interest rate and spread scenarios. We utilize a bottom-up approach to identify opportunities in the MBS market. The team has deep experience in these markets, and has historically been able to minimize volatility and maintain low correlation.
www.thetradexgroup.com
________________________________________________________________________
Venor Capital
Strategies: Alternative credit and fixed income, Activist and event driven
Other: Distressed
> Download tearsheet
Venor Capital Management LP is a $1.2 billion investment adviser focused on sub-investment grade corporate capital structures. The Firm’s flagship vehicle, Venor Capital Master Fund Ltd., seeks to mitigate return volatility and correlation to the broader markets by employing a catalyst-driven approach with a focus on downside protection.
www.venorcapital.com
____________________________________________________________________________________________
Wasserstein Debt Opportunities, LP
Strategies: Alternative Credit/ Fixed Income
Other: High Yield; Leveraged Loans
> Download tearsheet
Wasserstein Debt Opportunities Fund, LP was established by Wasserstein & Co. and Rajay Bagaria to invest primarily in U.S. high yield bonds and leveraged loans. We seek to create differentiated high yield exposure by focusing on investments that are generally not held by index funds and carry higher risk-adjusted returns.
www.wasserco.com
