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EM Platform Synergies
Gramercy’s distressed investing roots and credit core competency are the foundation upon which our entire emerging markets platform is built
  • Emerging markets investing requires specialized emerging market knowledge combined with financial markets expertise - emerging markets are different.
  • The very nature of distressed investing and the related default restructurings that often occur mandate a firm possess deep credit skill - our 11-plus year record evidences Gramercy’s success, expertise and sustainability.
  • A tremendous benefit that accrues from our vast distressed experience is the extensive network of local contacts we have developed that enables deal sourcing and provides local market intelligence that is different than “street research” and supports all types of due diligence.
Performing long-only debt management is a natural extension of distressed debt investing
  • Gramercy has achieved this extension through the strategic expansion of the team and not by overloading the existing team with new responsibilities outside of their traditional scope.
  • Our careful team expansion includes the hiring of Ajay Jani in 2009 to run an EM Macro strategy and assist in managing distressed debt portfolios. This build-out continued with the addition of Doug Krehbiel in 2010 to head our London office and assist in the managing of traditional and distressed corporate assets, and veteran managers Jeff Grills and Gunter Heiland to run traditional long only EMD strategies.
  • The knowledge gained from analyzing and managing distressed credits and restructuring a corporate or sovereign is transferable to investment professionals focusing on long-only performing opportunities, enhancing their market knowledge, analytics, decision making, and asset selection.
  • Macro expertise offers a mosaic view of equities, currencies, credits and rates which enables debt investors to more deeply understand broader market dynamics, creates an EM macro stand-alone investment opportunity, and also greatly improves our hedging strategies.
  • Our distinct advantages in credit analysis, direct involvement with company management, leadership among creditor groups, as well as in portfolio management, that together permit alpha creation.
Gramercy EM Product Matrix
Long-Only Alternatives
Performing
EMD - USD Sovereign Debt
EMD - Local Market Sovereign Debt
EMD - Corporate Debt
EMD - Cross Allocation Fund
Emerging Markets Equity Fund
Dynamic Emerging Equity Fund (incubating)
Emerging Markets Macro Fund
Latin America TMT Fund
Distressed
Emerging Europe Special Situations Fund
Mexico NPL Fund
Mexico NPL II Fund
Emerging Europe Opportunity Fund
Gramercy Emerging Markets Fund
Gramercy Distressed Opportunity Fund
Gramercy Argentina Opportunity Fund
Gramercy Distressed Argentina Fund
Gramercy Select Fund
2010 Launch
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