Tuesday, January 23, 2024

"RV UPDATE" BY GOLDILOCKS, 24 JAN

 GOLDILOCKS

"What is the difference between distressed and opportunistic credit?


Dedicated distressed credit funds have almost 'disappeared' and been replaced by opportunistic credit or 'special situations' funds which typically target a much less cyclical opportunity set that is less dependent on a default cycle while retaining flexibility to invest in bankruptcy and restructuring scenarios."


"It may be helpful to think of opportunistic credit as an investment in dislocation. Put simply, it's a strategy that seeks to capitalize on periodic disruptions across public and private credit markets that can cause assets to become mispriced."


Take a look at these articles below, and you will notice how many companies are currently restructuring their debt and moving into opportunistic credit. 


© Goldilocks


https://www.frontieradvisors.com.au 

The Frontier Line - The 'new' state of distressed and opportunistic credit


https://www.alliancebernstein.com

Opportunity Knocks: Investing in Dislocation | AB - AllianceBernstein


https://www.sec.gov/cgi-bin/browse-edgar?company=&filenum=812-15468&action=getcompany

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