Tuesday, January 24, 2012

Patrick McMahon (MKP Capital): Avoid Sovereign Debt

This is a rare interview - certainly the first we've seen with anyone from MKP Capital, a 16 year old  hedge fund, and a very successful one at that. MKP manages $4.3B and was #21 on Bloomberg's list of top performing hedge funds. McMahon recommends investing in risk assets, such as Credit and EM Debt, as well as $ denominated assets from European financial institutions. He does not like Sovereign Debt.

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