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Our Insights

Europe: Opportunity in Fragmentation

Market fragmentation, lower valuations, and scarcer private institutional capital, in our view, make Europe an attractive market for flexible capital providers.

In our latest white paper, Europe: Opportunity in Fragmentation, we examine these and other factors and make the case that Europe offers compelling investment opportunities even amidst heightened volatility around tariffs and the trend toward deglobalization.

White Paper April 2025

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Videos

Tony Yoseloff at iConnections Global Alts Miami 2025
Pat Dennis at 2024 Milken Institute Asia Summit
Tony Yoseloff at 2024 Milken Institute Global Conference
James Li at Global Alts 2024
Joshua Morris at 2024 Milken Institute Global Conference
Davidson Kempner's Approach to Innovation
Pat Dennis at 2023 Milken Institute Global Conference

News & Insights

Bloomberg: Davidson Kempner Sees Europe’s Flaws as Credit Opportunities Media Coverage April 2025
Private Debt Investor: Cost of Capital Is Still Top of Mind for Lenders in the New Year Media Coverage December 2024
Institutional Investor: The Unexpected Way Allocators Can Always Have Cash to Invest in Bear Markets Media Coverage April 2023
Bloomberg News: No-Drama Hedge Fund Davidson Kempner Closes In on $40 Billion Media Coverage April 2022