Regardless of the industry or strength of a company following a reorganization, it can take the markets a considerable amount of time to warm up to a reorganized entity. With this in mind, George Schultze makes the case for General Motors, and why it remains one of the market’s fundamentally undervalued companies.
As Puerto Rico files for the largest ever US local government bankruptcy, George Schultze brings his expertise to the table and weighs in on the situation in a Reuters article by Nick Brown.
In an article for Forbes, George Schultze examines the benefits of investing in distressed securities, even though default rates are low. George predicts that with future interest rate hikes, a new distressed cycle will develop and provide greater opportunities in fixed income investing.
In his Forbes article, George Schultze explores why it’s critical for money managers to have an exit strategy in in place as a check on their fundamental analysis – regardless of how good their fundamental valuation skills may be. To read more about this, and how it fits in with the 80/20 rule, click the link below.
In his latest commentary for Forbes, George Schultze takes a look at macroeconomic conditions, and the possibility of a rising rate environment, to explore the opportunities available for distressed investors.
Rising Rates Should Create Ample Opportunities for Distressed Investors
Bloomberg reporters Oliver Renick and Brian Chappatta take a look at financial market moves under the new Trump presidency and what this means for managers, including insights from George Schultze.
White House Chaos Doesnt Bother the Stock Market
In an article for Forbes, George Schultze takes a look at what happens when companies come out on the other side of bankruptcy and begin to trade once again on the open market, and the opportunities that arise for investors.
Opportunities In Post-Distress Equities
In an article following the results of the historic 2016 election, George Schultze takes a dive into the new administration’s potential impact on distressed securities investing.
Post-Election Outlook Is Good For Distressed Investors