The Flagship Strategy

For more than 30 years the Contrarian team has been focused on identifying the best risk/reward opportunities in distressed assets in the U.S., Western Europe and Emerging Markets. Contrarian’s flagship strategy seeks to capitalize on all manners of distressed investing with particular emphasis on privately traded and complex distressed claims.

A global portfolio seeking equity like returns with the protection rights of a debt holder. Seeks to capitalize on all phases of the distressed cycle. Investments may include distressed U.S. performing debt, European performing debt, emerging markets, bankruptcy/trade claims, post-reorganized equity and opportunistic shorts.

The Contrarian team focuses on capital protection by conducting thorough fundamental analysis, applying conservative valuation metrics, diversifying the flagship portfolio among the most compelling global distressed opportunities and strict avoidance of leverage. The flagship strategy actively invests in “off the run” opportunities that have strong asset coverage, barriers to entry, and trade at significant discounts to similar publicly traded instruments.