In our latest episode of the Thematic Investors podcast, host Kieran Cavanna sits down to discuss emerging market credit opportunities with the founder and managing partner of Sandglass Capital Management. Please listen to this episode as Genna highlights his thoughts on tariffs, EM credit opportunities, geopolitics, and more.
Kieran Cavanna, Host of Thematic Investors Podcast Series
When comparing emerging market equity investments to their credit investment counterparts, the scales quickly tip to favor credit investments by offering investors 150-200 basis points in real growth. The story on emerging market credit investments remains robust, but how does that growth translate across different regional markets? This is what we’re going to find out in the latest episode of the Thematic Investors podcast.
Kieran Cavanna, host of the Thematic Investors Podcast and CIO of Old Farm Partners, sits down with Genna Lozovsky, Founder & Managing Partner at Sandglass Capital Management. See where the passion for emerging markets originated from as Genna shares his background and insights from Russia, Argentina, South Africa, Greece, and more.
The podcast discussion will also target:
- Why a ‘fiscal bazooka’ that appeared in Europe and the US during COVID didn’t touch emerging markets in the same way.
- For those involved in emerging market credit strategies, what makes Argentina so attractive to investors, and how will President Trump's policies impact future growth?
- What made Ukraine such an interesting credit bet in the early days of the war, and what are Genna’s thoughts on opportunities for credit following a future ceasefire?
- What are Genna’s thoughts on the current tariff policy, and how does that compare with the last 20 years of free trade and winning across some of the major countries?
- What is the ‘day of reckoning’ in emerging market credit opportunities, and how does it differ from credit investments made on the equity side?
- As US policy shifts, how will China fill in some of the financing gaps, taking a larger role in the credit markets? What can we see from voices across the Middle East and Turkey?
- And more.
Sandglass Capital Management
Mr. Genna Lozovsky is a Co-Founder & serves as Managing Partner & Chief Investment Officer at Sandglass Capital Management. He is a Co-Founder & serves as a Managing Partner & Chief Investment Officer at Sandglass Capital Advisors.
Connect with Kieran Cavanna:
Kieran Cavanna is the Co-Founder and CIO of Old Farm Partners. Old Farm is a hedge fund allocation firm focusing on small and mid-sized hedge funds, as well as co-investment opportunities with $600m under management. Prior to Old Farm, Mr. Cavanna worked at Soros Fund Management where he served as the Head of the External Manager Selection team. Mr. Cavanna and his team performed due diligence on and allocated to a select group of hedge funds that deployed a wide variety of hedge fund strategies. Prior to Soros, Kieran was a Partner and the Head of Research at Titan Advisors, a $5b fund-of-hedge funds. In total Mr. Cavanna has been allocating to hedge funds for 18 years. Mr. Cavanna started his financial career at KPMG Consulting as Senior Analyst. Mr. Cavanna graduated from the University of Richmond with a BA and received an MBA from Vanderbilt University.
Please note, the information covered and posted represents the views and opinions of the guest, and does not necessarily represent the views or opinions of Vidrio Financial and or our host, Kieran Cavanna. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding investment planning.
