Over our years in opportunistic credit, we’ve come to embrace this core principle at Zenzic. We’ve learned to recognise the traits that make dislocations investable: complexity that deters consensus capital, fundamentals we can underwrite, and counterparties who value speed and certainty.
Right now, tariffs may be the trigger, but the real opportunity lies in how capital shifts and which players are left undersupplied.
You can’t wait for certainty. You need to stay tuned to the market’s rhythm and when the wave forms, paddle hard.
‘You can understand the pattern, but every situation is unique’
