LNG Capital:Bucking the Credit Hedge Fund Trend

LNG Capital:Bucking the Credit Hedge Fund Trend

LNG Capital: Bucking The Credit Hedge Fund Trend 3 April 2018 Rebecca Hampson While credit hedge funds had outflows of -$4.7bn last year, however, one hedge fund LNG Capital was up 20.66%. Considering themselves a European credit expert, the firm’s founder Louis...
Eastern Europe NPL’s – Opportunity

Eastern Europe NPL’s – Opportunity

Eastern Europe NPL’s – Opportunity I recently had the opportunity to sit on a panel in Bucharest and discuss the opportunities around Eastern European nonperforming loans. I believe this is an area investor should focus on as outsized returns can be made,...
Bond selloff begins

Bond selloff begins

Bond selloff begins Let us not say we told you so, as we are not the only ones…. however given the confluence of events in the US of ultra low unemployment, moderate growth, and tax and fiscal stimulus led by the Trump administration we anticipate yield curves...