Kennedy Lewis Investment Management is an opportunistic credit manager focusing on event-driven situations in which a catalyst may unlock investment value. We focus on middle-market companies that are facing disruption, whether it be cyclical, secular or regulatory related. We deploy capital opportunistically across public, private, performing and distressed investment opportunities across North America and Europe. Our investments will typically be associated with companies that have unsustainable capital structures and/or lack access to traditional sources of capital. Kennedy Lewis is committed to serving as a partner to borrowers; we structure loans that set a company up to succeed and will creatively tailor each investment to suit the needs of the company in a fiscally prudent manner.
The Kennedy Lewis investment strategy is to focus on event-driven situations in which a catalyst may unlock value independent of overall market movements. KLIM will generally target middle market companies that are facing some form of disruption. These investments will typically be associated with companies that have unsustainable capital structures and/or lack access to traditional sources of capital. Through a rigorous deep fundamental credit approach, complemented by established sector views, the construction of the portfolio will concentrate on investments in sectors where capital can be deployed tactically to provide capital structure stability or at times fund growth. KLIM’s investments tend to be highly structured, are often associated with complexity, have the presence of ample asset coverage and generally require a contrarian mindset.