At the 2024 Sohn Monaco Investment Conference, Lisa Ong, Portfolio Manager at Mudrick Capital, delivered an insightful presentation focusing on credit investment opportunities. Her talk highlighted Mudrick Capital’s strategic approach to managing downside risks while aiming for double-digit returns, a particularly attractive proposition in today’s market.
Introduction to Mudrick Capital’s Investment Philosophy
Lisa Ong began by outlining Mudrick Capital’s investment philosophy, emphasizing the firm’s focus on distressed credit situations. This strategy is designed to protect the downside risk while still providing substantial upside potential. Ong noted that in the current market environment, such strategies are essential for achieving high returns without taking on excessive risk.
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