Listen to how opportunistic credit investing can exploit multiple themes throughout the credit cycle
Episode Description
Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes
Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners.
Today, we are joined by Justin Slatky, Chief Investment Officer from Shenkman Capital Management. In this episode, Justin discusses the fundamental dynamics of sub-investment grade credit, the idiosyncratic risks associated with the higher-for-longer interest rate environment and how opportunistic style credit investing can turn tight credit spreads into an opportunity. Justin further expands on how Shenkman Capital’s Opportunistic Credit strategy exploits these unique market conditions whilst delivering consistent, compounding interest income and limiting the downside by avoiding challenging credits through robust bottom-up credit research.
The host for this episode is Dennis Mothoneos, Managing Director from Clearway Capital Solutions.
Shenkman Capital Management
Shenkman is an independently owned corporation with a 35+ year history of adhering to proprietary bottom-up fundamental credit research, process-driven rules-based decisions and the avoidance of defaults across their portfolios. Shenkman Capital offers leveraged loans (senior secured loans), high-yield bonds, short duration high yield bonds, multi-strategy credit, structured credit, and stressed/distressed credit approaches to investors. Shenkman Capital has a substantial client base in Australia.
Clearway Capital Solutions
Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.
For more information on Shenkman Capital and their Opportunistic Credit strategy, please contact Clearway Capital Solutions:
www.clearwaycapital.com.au
This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided to listeners on the basis that they are either Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act.
For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au
Listen to how opportunistic credit investing can exploit multiple themes throughout the credit cycle
Episode Description
Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes
Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners.
Today, we are joined by Justin Slatky, Chief Investment Officer from Shenkman Capital Management. In this episode, Justin discusses the fundamental dynamics of sub-investment grade credit, the idiosyncratic risks associated with the higher-for-longer interest rate environment and how opportunistic style credit investing can turn tight credit spreads into an opportunity. Justin further expands on how Shenkman Capital’s Opportunistic Credit strategy exploits these unique market conditions whilst delivering consistent, compounding interest income and limiting the downside by avoiding challenging credits through robust bottom-up credit research.
The host for this episode is Dennis Mothoneos, Managing Director from Clearway Capital Solutions.
Shenkman Capital Management
Shenkman is an independently owned corporation with a 35+ year history of adhering to proprietary bottom-up fundamental credit research, process-driven rules-based decisions and the avoidance of defaults across their portfolios. Shenkman Capital offers leveraged loans (senior secured loans), high-yield bonds, short duration high yield bonds, multi-strategy credit, structured credit, and stressed/distressed credit approaches to investors. Shenkman Capital has a substantial client base in Australia.
Clearway Capital Solutions
Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.
For more information on Shenkman Capital and their Opportunistic Credit strategy, please contact Clearway Capital Solutions:
www.clearwaycapital.com.au
This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided to listeners on the basis that they are either Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act.
For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au