The Emerging Markets strategy, established in 2006, targets opportunistic credit and special situations globally. We target large, liquid corporate and sovereign issuers, and pursue attractive, risk-adjusted returns through a combination of capital appreciation and yield capture. We also look to serve as a value-added partner, providing capital solutions to companies and management teams in need of financing.
With investment professionals based in Greenwich, London and Hong Kong, we pair global insight with local knowledge and language capabilities to navigate cross-border investments, complex legal regimes, and idiosyncratic catalysts. Additionally, Contrarian’s entire intellectual capital base of investment professionals, including dedicated legal resources, is leveraged to source, analyze and execute investment opportunities.
We employ deep fundamental research and local and international legal analysis to identify opportunities with hard catalysts to unlock value. Our rigorous research process includes a thorough understanding of business risk, cash flows, asset values, and sources of repayment, with a strong focus on downside protection. Ongoing research allows for prompt action in identifying and executing on attractive entry points to investment.
We operate with a deep well of institutional knowledge regarding key emerging market issuers, jurisdictional risks and global regimes, backed by decades of experience since the strategy’s inception.
The Emerging Markets strategy targets opportunities throughout the full market cycle, which may include:
Special Situations Equity