Moving from a large pureplay credit HF to a more cross capital structure seat
I'm at one of the larger credit HFs with $10bn+ AuM across liquid HF and drawdown type products. I've been thinking that I would want to play a bit more in event / value equities on top of doing liquid and illiquid credit. How viable is this move without getting picked up in a just credit seat?
It feels like at the big guys they have separate teams so feel like one of the $2-$7bn firms is probably the sweet spot where you still have some scale but you don't have separate equity and credit teams.
Probably looking for some of the mid-sized single managers who can really play up / down the capital stack (going 80% in equities or 80% in credit) depending on where we are in the cycle for example an Empyrean, HG Vora, or an Owl Creek type place. Realistically in my current seat we might go 5-10% into equities in bull markets but cap out around there.
Research Analyst in HF - Event, way too quiet in here. What about these resources:
More suggestions...
I hope those threads give you a bit more insight.
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