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Articles by Orlando
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Not all CDOs and CLOs are created equal. CRE CLOs are now in crisis.
Not all CDOs and CLOs are created equal. CRE CLOs are now in crisis.
By Orlando Gemes
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Private Equity gone mad: Boeing sold Spirit AeroSystems to Private Equity and this is the result!
Private Equity gone mad: Boeing sold Spirit AeroSystems to Private Equity and this is the result!
By Orlando Gemes
Contributions
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Here's how you can rebound and regain resilience after a significant setback in your partnership.
Partnerships are incredibly difficult, especially in finance which is dominated by alpha personalities. Empathy is essential. Put yourself in your partners’ shoes and try to understand their perspective and feelings. It is helpful to acknowledge that usually no one is 100% right or wrong. Be quick to accept and acknowledge when you have made a mistake.
Activity
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A critical aspect of value investing that receives less attention is understanding the underlying source of out-performance. This graph shows the…
A critical aspect of value investing that receives less attention is understanding the underlying source of out-performance. This graph shows the…
Liked by Orlando Gemes
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South Africa has rapidly shrunk in the Emerging Market universe. This means we need to offer very significant upside, before Global investors will…
South Africa has rapidly shrunk in the Emerging Market universe. This means we need to offer very significant upside, before Global investors will…
Liked by Orlando Gemes
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GO FOR GOLD GRAE! // Exciting news from France! Cranbrook’s own Grae Morris (OC 2021) will be going for Olympic Gold tomorrow after finishing the…
GO FOR GOLD GRAE! // Exciting news from France! Cranbrook’s own Grae Morris (OC 2021) will be going for Olympic Gold tomorrow after finishing the…
Liked by Orlando Gemes
Experience & Education
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Paintwell Nottingham, HB42 Cover Stick has been down since the 14th March and walked over by 100s of customers and still hasn’t budged 👍👍👍
Paintwell Nottingham, HB42 Cover Stick has been down since the 14th March and walked over by 100s of customers and still hasn’t budged 👍👍👍
Liked by Orlando Gemes
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Thank you to The Hedge Fund Journal for including Fourier Asset Management LLP on their list of Tomorrow’s Titans. Convertible Arbitrage offers…
Thank you to The Hedge Fund Journal for including Fourier Asset Management LLP on their list of Tomorrow’s Titans. Convertible Arbitrage offers…
Shared by Orlando Gemes
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Mohamed El-Erian left one of the most prestigious, well paid jobs in finance as CEO and co-CIO at PIMCO. Here is why, including Mohamed’s own account…
Mohamed El-Erian left one of the most prestigious, well paid jobs in finance as CEO and co-CIO at PIMCO. Here is why, including Mohamed’s own account…
Liked by Orlando Gemes
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Pershing Square Capital Management, L.P.: the listing of their USA vehicle has been poorly managed, which I believe is missed opportunity for…
Pershing Square Capital Management, L.P.: the listing of their USA vehicle has been poorly managed, which I believe is missed opportunity for…
Shared by Orlando Gemes
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Yesterday we announced that funds managed by Ares' Alternative Credit strategy led a £755 million preferred equity commitment in Quintain Limited. We…
Yesterday we announced that funds managed by Ares' Alternative Credit strategy led a £755 million preferred equity commitment in Quintain Limited. We…
Liked by Orlando Gemes
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ETFs are eating the bond market…for good reason. Only certain segements of the bond market offer sufficient alpha opportunities to justify active…
ETFs are eating the bond market…for good reason. Only certain segements of the bond market offer sufficient alpha opportunities to justify active…
Posted by Orlando Gemes
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