The Best Distressed HFs in 2024

Currently an RX analyst interested in the distressed HF space. With how much the landscape has changed in the past years (many once notable names blowing up) would be very interested to hear updated thoughts as to which distressed HF still represent the best seats. How would you compare DK, Elliott, Golden Tree, Silver Point, Redwood, Diameter etc… in terms of best opportunity for someone 2-3 out of school?

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You just want to be in a seat that is able to take large enough positions to be in SteerCo. Otherwise you’re just hoping you don’t get fucked

 

Also RX analyst here - also interested. Just some observation/views of my own below. Feel free to add or correct me if I'm wrong. A lot of distressed credit shops are very small in turns of headcount, so hard to come by opportunity as they don't recruit/churn people every year

  1. Davidson Kempner: very large now with a ton of IP. Think they have a lot of different strategies and each operates like pod, seems to have low AUM/head. Performance has been one of the more consistent/good one
  2. Elliott: not distressed focused now (?) given how large it has become, have many other teams and not very sure of the performance of their distressed team. Don't seem to be in as many situations as other funds just from what i see
  3. Silver Point: seems to be pivoting away from distressed, have a very large specialty private lending business that looks like the focus/growth area of the firm
  4. Mudrick: growing really fast in the past few years, a very interesting CEO and strategy is more loan-to-own?
  5. Canyon: old name great founders/history, interesting to see how the DaiChi investment will play out (founders maybe retiring soon)

Other funds that i know but don't know enough to comment on 

  1. CastleKnight
  2. SVP
  3. Nut Tree
  4. HG Vora
  5. Golden Tree
  6. Redwood
  7. Diameter (seems to be pivoting away from distressed?)
  8. Blackrock public distressed team under Dave Trucano
  9. Oaktree public distressed team
  10. HIG bayside
 

You are correct that Diameter is taking a step back from distressed. Believe Canyon has lost its cred and is now close to being garbage; the senior people are good relationship managers so LPs have stuck around but not a good fund. Mudrick is excellent reputationally but not sure about returns / culture. Elliott has gotten so big / hierarchical that friends inside the firm say it is the same iterative bs that goes on in large banks and MFs...not the same risk-on culture that used to exist. 

 
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distress = a tool, not an all-weather strategy, even among so-called distressed debt specialists. there's a reason most of funds you mention now have diversified lines of business (e.g., pvt credit, clo, re, pe, structured products), or likely in the boneyard of funds that fancied themselves masters of the universe / capable of earning alpha with swagger alone. great skill but wildly overrated as a specialty imo. you have very smart / sharp-elbowed competitors fighting for pieces of low quality companies in most instances. and distribution of outcomes has a significant lefthand skew. how many hitters are there today in that universe? not a ton... market's also fairly efficient with pricing, and advisors are the ones extracting excess returns. think of this like you would any other biz -->> is that really a good setup for consistently posting alpha?

from your list, sp and mudrick both sharp. gt is a tough place to work but good seat if you can swing it. hgvora, castleknight, redwood, nut tree, knighthead all do pretty interesting stuff. diameter not so much in distress. they're large / very active though so would be a great learning environment at junior/midlevels if youre set on credit. don't forget pods if you want to learn risk management, which is so important

 

Wouldn’t really call them a distressed HF - more like an offshoot of their direct lending strategy that focuses on hairier situations that can provide more flexible forms of financing in size (mezz, holdco PIKs, prefs etc.). I think they’ve dipped their toes into some public situations during market dislocations (their first fund coincided with Covid I believe) but they’ve not really been out there in any of the big restructuring / liability management situations, i.e. bread and butter isn’t trading in the secondary market 

 
Monkey.D.

Wouldn’t really call them a distressed HF - more like an offshoot of their direct lending strategy that focuses on hairier situations that can provide more flexible forms of financing in size (mezz, holdco PIKs, prefs etc.). I think they’ve dipped their toes into some public situations during market dislocations (their first fund coincided with Covid I believe) but they’ve not really been out there in any of the big restructuring / liability management situations, i.e. bread and butter isn’t trading in the secondary market 

Saying they are just an offshoot of direct lending is probably a bit too punitive tbh, though will see how they evolve as they are now part of the credit team at Ares beginning this year.

Group was enormous in Air Methods, GMR, Team Health, Frontier, Swissport, and is big in some of the larger distressed TMT and healthcare structures.    View them closer to an Angelo Gordon Credit Solutions or an Oaktree Opportunities than just a direct lending offshoot and they used to be housed in PE until this year.  Long-only out of drawdown funds, mandate can do distressed for control, liquid distressed, hairier direct lending, financing platforms, etc. Agree they have been very active recently though in these junior capital deals (McLaren, CPP, Virgin Cruises, etc.). 

Fwiw they historically have been driver of the pre-COVID LME deals (think they actually did the MyTheresa spin when in PE / did the original Revlon dropdown). 

 

Associate 2 in IB-M&A

Any Thoughts on Monarch and Blue Torch? Not HFs but do play in the space. 

Blue Torch is pretty much pure play 1Ls and Unitranche, with emphasis on structuring, securing good underlying collateral value and underwriting a complex credit that may not be able to get attention from shops with lower CoC or less comprehensive diligence process.

Culture is straightforward and serious without being mean; no fluff either way from what I understand. Show up at 9, 5 days in office, if your work is done by 6/7 you can leave without facetime judgments, but you will likely be working later than that. Do your work well and on time; no obligation for company socials or whatever. PM if you want a little more info

 

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