Leveraging the full depth of our multi-strategy credit expertise to drive results across market cycles.
Our Flagship strategy seeks to deliver attractive long-term risk-adjusted returns through varied market environments while preserving capital and managing volatility. The Flagship strategy endeavors to be an all-weather, credit-driven alternative to traditional fixed income.
We focus on marrying rigorous fundamental research with tactical trading and exceptional sourcing capabilities to identify and execute on what we believe are compelling investment opportunities. Leveraging our deep expertise , we invest dynamically, up and down the capital structure, across asset classes and geographies in public and private markets. We are fundamental tacticians.
Disrupted Industries and Assets
We target industries, businesses, or assets undergoing cyclical shifts or long-term secular disruptions, where change creates opportunity.
Undervalued or Misunderstood Situations
We look for investments overlooked by the market due to complexity or misperception, where our analysis can unlock hidden value.
Special Situations & Capital Solutions
We provide flexible capital in unique scenarios—such as recapitalizations or transitional financing—where conventional sources fall short.
Stressed or Distressed Opportunities
Our expertise allows us to navigate challenging credit environments and uncover value in distressed issuers or asset classes.
Short Opportunities
We also selectively short companies with over-leveraged balance sheets or structurally challenged business models in secular decline.
20% - 50% Potential growth
Consistent Growth Over Time
Our strategic approach has delivered steady, long-term growth, reflecting strong performance and disciplined execution.
2024
2023
2022
2021