Despite the negativity surrounding China and Chinese equities, we believe the market has evolved to be ripe for stock specific selection to drive returns.
Corporate activity got off to a strong start to the year as capital markets have reopened and corporations are pursuing dynamic growth avenues. In particular, the investment landscape for event driven credit is more attractive now than it has been in many years.
The U.S. equity market experienced a strong opening quarter to start 2024. Large caps and growth as a style outperformed small caps and value, respectively. Still, it was a strong first quarter for smaller caps and U.S. equities overall. Thematically, we want to highlight the topic we have been most frequently asked about by our investors in recent months – AI (Artificial intelligence). Ever since the debut of ChatGPT on November 30, 2022, excitement around AI has grown massively.
Featured Commentary
Driehaus Emerging Markets Growth Strategy March 2024 Commentary with Attribution
By Emerging Markets
Despite the negativity surrounding China and Chinese equities, we believe the market has evolved to be ripe for stock specific selection to drive returns.
Driehaus Event Driven Fund March 2024 Commentary with Attribution
By Liquid Alternatives
Corporate activity got off to a strong start to the year as capital markets have reopened and corporations are pursuing dynamic growth avenues. In particular, the investment landscape for event driven credit is more attractive now than it has been in many years.