Debtwired! Niche credit investing with HighVista Strategies’ Raphael Schorr
Mar 29, 2022
Exploring niche and private credit markets, off-the-run opportunities, high returns, and diversification. The two stages of the 2020 distressed cycle and HighVista's investing approach. Financing challenges in biotechnology and retail sectors, opportunities in pharmaceutical royalty financing and asset-backed financing. Exploring socially useful assets, ESG evolution, and HighVista Strategies' investment approach.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Understanding Niche Credit Strategies in an Investor's Portfolio
02:25 • 5min
The Two Stages of the 2020 Distressed Cycle and HighVista's Approach to Investing
07:07 • 13min
Opportunities and Challenges in Biotechnology and Retail Sectors for Credit Investors
20:20 • 3min
Exploring Socially Useful Assets, ESG Evolution, and HighVista Strategies' Investment Approach
23:09 • 3min