Research Support

Gravitas’ analysts complement my team, giving us excellent means to extend our research coverage while also ensuring consistent portfolio monitoring.
— Portfolio Manager, Credit-Focused Hedge Fund, $2B AUM

The Challenge

A Portfolio Manager at a New York-based credit-focused hedge fund that has $2B AUM, manages CLOs, and invests in high-yield US corporate issuers needed to conduct in-depth credit research before committing to a new credit facility.  Since significant analyst bandwidth is needed for monitoring key exposures in the existing portfolio, there was inconsistent coverage and limited time to validate new opportunities. 

The Solution

Gravitas provided a dedicated research team of two sector-specific senior analysts and three generalists with experience across multiple sectors to augment the fund’s in-house team.

Gravitas’ team of experts supported the fund’s analysts in drafting investment memos and developing deep-dive credit models, provided updates for quarterly 1-page credit reviews, daily portfolio news, and monthly sector-specific databases, and participated in the investment committee discussions.

The Result

Gravitas fulfilled the requirements of the fund, delivering strong credit knowledge, consistent coverage, and cost-efficiency.