Five years of Event-Driven Credit

Dec 05, 2025

Past performance does not indicate future results

As our Event-Driven Credit Fund team notch up a 5-year anniversary, we take a look at the key attributes that lie behind an impressive performance to date. Dedicated to capitalising on the special situations opportunity set within the European mid-market, we share our thoughts on the current portfolio and an exciting investment landscape ahead.

Key takeaways

  • Navigating unprecedented macroeconomic challenges, the team has delivered an impressive 5-year performance track record, uncorrelated with major indices.
  • Our success is driven by experience, infrastructure, and a robust investment process, but with discipline and a downside protection mindset in all that we do.
  • We see an exciting time for the Fund ahead, with an expected rise in European debt restructuring activity in 1H 2026, framing our current portfolio positioning.

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