In Alternative Views Hedgeweek®,goes behind closed doors with those in the know to get the latest on hedge funds. Today, we speak to David Nazar, CIO and Managing Partner Ironshield Capital Management, a hedge fund exclusively invested in European credit opportunities.
David's background and the origins of Ironshield (0:33); Ironshield's investment universe (2:29); the firms investment approach (3:35); positioning the firm when pitching to investors (4:35); the appeal of Europe over other regions to invest (5:34); why do Ironshield's often find themselves the only bidder for certain investments (6:50); the current opportunity set (7:35); the specific distressed situations that are appealing to the firm (8:35); the development of creditor-on-creditor violence in liability management exercises (10:17); how the strategy fits in within a diversified investor portfolio (12:50).
Read Ironshields paper on Creditor-on-Creditor violence here.
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