This month’s commentary examines contributors and detractors from Q1 performance, as well as recent portfolio shifts, in greater detail.
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.