Tag
Fund Management
3 articles
Private Credit Funds Trade at Steep Discounts as Managers Dump Assets
Distressed fund sales accelerate across the $1.8 trillion market, signaling forced liquidations by firms facing redemption pressure and portfolio stress
Fund Managers Hold AI Infrastructure Conviction as Chip Stocks Drop 16 Percent
Calamos Timpani's Brandon Nelson sees the semiconductor selloff as a momentum pullback, not a structural break, citing unbroken earnings strength across AI buildout names.
Madrid Value Funds Beat the Market as Paramés's Strategy Gains Structural Ground
Francisco García Paramés and Madrid's value managers are posting sustained outperformance, with macro tailwinds and a widening valuation gap making the case for a durable shift.