Skip to content

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

Europe Thumbnail

Videos

Tony Yoseloff at 2025 Milken Institute Global Conference
James Li at 2025 Milken Institute Global Conference
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

DK Extra Credit: Europe: Opportunity in Fragmentation Podcast May 2025
Bloomberg Masters in Business: Tony Yoseloff Podcast April 2025
DK Extra Credit: Absolute Return: The Party Is Just Getting Started Podcast January 2025
DK Extra Credit: The Tides of Credit: Opportunity in Dispersion Podcast December 2024
Tony Yoseloff on Capital Allocators Podcast: Forty Years of Davidson Kempner Podcast May 2023
Princeton's Policy Punchline: Tony Yoseloff on Sustaining Excellence at Davidson Kempner and Supporting Equality in Education Podcast June 2021