RESEARCH FOCUS
Fixed Income and Credit
Research across corporate credit and fixed income opportunities, with emphasis on yield, duration, spread compensation, liquidity, and downside protection.
Special Situations
Event-driven and catalyst-oriented research where corporate actions, refinancing events, restructurings, market dislocations, or balance sheet developments may create asymmetric opportunities.
Listed Equities
Bottom-up public equity research focused on cash generation, valuation, business quality, management execution, and catalyst visibility.
Capital Structure Analysis
Assessment of where risk and reward sit across debt and equity instruments, including seniority, recovery value, refinancing risk, and downside scenarios.