This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Tuesday, October 16, 2012
Stephen Siderow Co-Founder of BlueMountain Capital on Bloomberg
Stephen Siderow, co-founder of BlueMountain Capital Management was on Bloomberg today talking about investing in corporate structured debt and his strategy for the asset class. He said one investment theme they are looking at is the broader de-risking that investment banks are looking for and that he is willing to trade against.
Enjoy.
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