Andromeda Capital Management is a global long-short strategy investing primarily in credit and focusing on alpha generation and positive upside/downside convexity.
We capture catalysts that transform countries, change industries and disrupt firms' capital structures.
Our research-driven approach to investing combines top-down asset allocation with bottom-up deep dive credit analysis.
We invest across the entire capital structure and across countries, with a focus on developed markets, high yield and Europe.
We aim to deliver alpha through positive convexity and speed of execution.
We include governance analysis and diversity in our investment process as well as in how we build teams.
Andromeda's leadership team combines top-down analysis with deep dives into countries, economic sectors and firms.
This allows the strategy perform even in periods of volatility and economic change.
Record high inequality, persistent inflation on higher fiscal spending, rising geopolitical risks and climate polarisation will shape the future investment environment.
In The Silver Bullet, our long-standing investor letter, we explain how we think investors should get ready for the challenge.
