Turning Points interviews Ned Oakley, Head of Absolute Returns and PM from Shenkman Capital

Listen to how, despite tight spreads, mispriced event-driven opportunities can be exploited to deliver low double-digit returns comprising capital growth and quarterly income with significantly below equity market volatility.

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. 

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 Ned Oakley, Head of Absolute Returns and Portfolio Manager from Shenkman Capital management. In this episode, Ned discusses the fundamental dynamics of sub-investment grade credit markets and how opportunistic style credit investing can turn tight credit spreads into an opportunity. Ned expands on how Shenkman Capital’s opportunistic style credit investing approach aims to exploit mispriced event-driven opportunities across the corporate credit spectrum to deliver capital growth and consistent, compounding quarterly income. He also describes how Shenkman Capital’s large and experienced research team helps to limit the downside by adhering to deep fundamental credit research and constructing a portfolio of primarily long but also short positions.  

The host for this episode is Cameron Harris, Business Development Manager from Clearway Capital Solutions.

Shenkman Capital Management
Shenkman Capital is an independently owned corporation with a 39-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.  

This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. Past performance is not a reliable indicator of future performance. The podcast is intended for wholesale clients within the meaning of section 761G or 761GA of the Corporations Act and must not be made available to any persons that are “retail clients” for the purpose of the Corporations Act.

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au