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Michael Kao: Combining different parts of the capital structure for thematically diversified portfolios with asymmetric profiles

Jul 22 2013 1 Comment
Michael Kao has devised and implemented investment strategies spanning multiple asset classes and markets since 1992. Many investors will remember Michael running the arbitrage group at Canyon Capital Advisors (1997 to 2002) where he created "hybrid" strategies, e.g. buying distressed bank debt/high yield/convertible bonds and hedging them with option strategies. He described his approach in a white paper "Alpha with Asymmetry" which describes how to combine long gamma of convertible and capital structure arbitrage with the catalyst aspects of eve ...more

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