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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

Europe: Opportunity in Fragmentation White Paper April 2025
Absolute Return: The Party Is Just Getting Started White Paper January 2025
The Tides of Credit: Opportunity in Dispersion White Paper December 2024
Dislocation Drives Opportunity: The Case for Opportunistic Real Estate White Paper October 2024
Back to the Future: Are We on the Verge of an Old-Fashioned Distressed Cycle? White Paper October 2023
What Got You Here, Won't Get You There: The Role of Opportunistic Credit in a Growth Portfolio White Paper April 2023
Private Credit: Opportunities and Challenges in the Current Macroeconomic Environment White Paper December 2022