Recorded on May 27, 2021

Under the Radar Opportunities in the Loan and Bond Markets

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In this video call, David Breazzano, President, Chief Investment Officer and Portfolio Manager of DDJ Capital Management, sits down with Stacy Havener, Founder and CEO of Havener Capital Partners to discuss the evolving high yield market as well as:

  • Key differences between DDJ’s investment approach relative to larger shops
  • How the composition of high yield indices has changed since the pandemic
  • Whether currently low default rates could change
  • Owning debt issued by private equity-sponsored companies
  • Opportunities in high-yielding CCC-rated bonds
  • Private debt deals in unrated issuers

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