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Subscription Research: Focused on Institutional Investors, we offer a subscription research model, providing high quality actionable research on over $450B of debt, with over 400 research reports published in the last year. We perceive our offering as the kind of desk research firms no longer offer. In addition to publishing reports, we are happy to discuss our research via e-mail or phone as part of our service. We encourage our subscribers to be interactive with us as we evaluate the merits of specific credits. We are not an investment advisor or affiliated with any broker/dealer, so we offer our product on a subscription basis.
Subscription Research: Focused on Institutional Investors, we offer a subscription research model, providing high quality actionable research on over $450B of debt, with over 400 research reports published in the last year. We perceive our offering as the kind of desk research firms no longer offer. In addition to publishing reports, we are happy to discuss our research via e-mail or phone as part of our service. We encourage our subscribers to be interactive with us as we evaluate the merits of specific credits. We are not an investment advisor or affiliated with any broker/dealer, so we offer our product on a subscription basis.
Our Strategy: Formed in June 2020 with a group of MD level sell-side and buy-side analysts, we look to find securities that are event-driven, special situations or distressed in nature. We look to exploit opportunities across the capital structure with an eye toward both current yield and capital appreciation. Targeted investments ideas include: High Yield Bonds, Bank Debt, Busted Converts, and Special Situation Equities, and may include Litigation Claims as well. We focus on fundamental credit analysis, analyzing historical results and projecting future earnings. We look to understand a company's capital structure (e.g. secured debt, bonds, equity) and assess valuations across that capital structure. We look at the complexities of a corporate structure and the nature of where claims may lie using a restructuring analysis and evaluating the relative rights and claims based on the issuer's underlying indentures and credit agreements. We use scenario analyses to assess both upside and downside risk and returns relative to a security's position in the capital structure and our outlook for a company's future operating performance.
Our Strategy: Formed in June 2020 with a group of MD level sell-side and buy-side analysts, we look to find securities that are event-driven, special situations or distressed in nature. We look to exploit opportunities across the capital structure with an eye toward both current yield and capital appreciation. Targeted investments ideas include: High Yield Bonds, Bank Debt, Busted Converts, and Special Situation Equities, and may include Litigation Claims as well. We focus on fundamental credit analysis, analyzing historical results and projecting future earnings. We look to understand a company's capital structure (e.g. secured debt, bonds, equity) and assess valuations across that capital structure. We look at the complexities of a corporate structure and the nature of where claims may lie using a restructuring analysis and evaluating the relative rights and claims based on the issuer's underlying indentures and credit agreements. We use scenario analyses to assess both upside and downside risk and returns relative to a security's position in the capital structure and our outlook for a company's future operating performance.
Sector Coverage: E&P, AVIATION; CRUISE LINES, CAR RENTAL, RETAIL, HEALTHCARE, INDUSTRIAL, CONSUMER, REAL ESTATE, GEN’L DISTRESSED
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