Dissecting disruption in debt markets

Alva Capital launched in 2016 and its long/short credit fund has produced 10.0% returns already this year*. Alex Vaskevitch and Andre Klotz tell Alt Credit Intelligence how they take advantage of credit opportunities as digital disruption forces companies to change their business model

Disruption: Digital disruption can provide long/short credit hedge funds with the opportunity to make strong returns in doing what they traditionally do best, analysing credits and picking winners and losers in the bond market, as technology changes the entire way some businesses make money. We’ve identified a universe of about