Alternative Credit

Today’s private credit reminds me of “junk” bonds and private mortgages in the 1980s-1990s. These “innovations” created disasters.

What has worked to date might not be the strategy that works moving through this credit cycle

How to use hedge fund allocations to navigate this credit cycle, profitably and safely

This credit cycle will create good opportunities, we believe investors should make sure they have the (free) capital to invest as they arise