Ares Management: It Really Is The Golden Age Of Private Credit

Core Insights - Ares Management has established itself as a leader in private credit with over $450 billion in assets under management (AUM) allocated to various credit strategies [1] Group 1: Investment Strategy - The company focuses on special situations and deep value plays, utilizing long/short positioning to capture market inefficiencies on both the upside and downside [1] - Ares Management seeks asymmetric opportunities where the downside risk is limited while the upside potential is not fully recognized by the market, such as restructurings, spin-offs, and takeover targets [1] Group 2: Research and Positioning - The company operates as a research group and occasionally takes positions in stocks discussed publicly, indicating a proactive approach to investment opportunities [1]