Skin in the Game
A market commentary about institutional family office investing
In this Blog, we share our experiences as investment professionals and as chair of investment committees of a multitude of alternative asset classes such as Private Equity, Real Estate and Private Credit including Venture Capital and Angel investing. We look forward to your comments and exchange of experiences. This Blog is free and will always be free.
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Equities Depressed, Credit Excited
While equity markets created severe losses for investors, the same market shock leads to better terms for credit investors with additional capital protection and higher returns.
Collateralized Loan Obligations (CLOs): The Smart Investor’s Hidden Treasure?
An overlooked asset class potentially offering downside protection and sustainable cash yields in the broader credit market?
How to be a smarter credit investor and (possibly) find attractive risk-adjusted returns…
Now that Direct Lending has benefited from a significant influx of institutional capital, who is the new rising star in the credit universe?
Credit investors breaking some investment rules! Some of the time.
More return with less risk? Absolutely. We are exploring one segment in the Asset-Based Lending (ABL) space, and we are discussing the underlying dynamics, particularly in the context of risk/return.
The Changing Risk Profile of Equity Markets vs. Private Markets
We recently had a meeting with the CEO of one of the largest global asset managers, where we discussed his views on the evolution of public versus private markets over the past 30 years.
Private Credit as Asset Class ̶ Investing in a Shifting Financial Landscape
Will private credit markets continue to perform? Conditions have changed. We investigate the sector and provide some statistics to back up our theses.
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