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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

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

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
Milken Institute Global Conference 2019: Tony Yoseloff on Creating and Sustaining a Culture of Excellence Video April 2019

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