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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

iConnections Global Alts Miami 2025: Tony Yoseloff on The Future of Credit Investing: A Leadership Perspective Video February 2025
Milken Institute Asia Summit 2024: Pat Dennis on Riding the Waves of Credit - Strategies for an Uncertain Future Video September 2024
Milken Institute Global Conference 2024: Josh Morris on Traversing Real Estate Realities Video May 2024
Milken Institute Global Conference 2024: Tony Yoseloff on Common Sense from Uncommon Investors Video May 2024
Global Alts 2024: James Li on Multi-Strategy Platforms and The Power of Diversification Video February 2024
Milken Institute Global Conference 2023: Patrick Dennis on Credit Markets – Pressures Abound Video May 2023
Milken Institute Global Conference 2023: Tony Yoseloff on Common Sense from Uncommon Investors Video May 2023
Milken Institute Global Conference 2022: Eric Epstein on The Case for Inclusive Capitalism Video May 2022
Milken Institute Global Conference 2021: Eric Epstein on Inclusive Capitalism in Asset Management Video October 2021

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