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Craig Bergstrom

4 statements across 1 episodes · 0 bullish · 4 bearish · 1 people on the record · first statement May 29, 2023 by Craig Bergstrom · across every show →

On the record as a speaker too: Craig Bergstrom's record, appearances and statements → this page counts the times other people say the name.

Everything said about Craig Bergstrom, oldest first

May 29, 2023 bearish
Opinion
Bergstrom: Declining recovery rates are a bigger credit trend than defaults
“We're trying to be defensive to a lower recovery environment. That's, I think, a trend that we see as even more dramatic than defaults.”
Craig Bergstrom May 29, 2023 ▶ 54:47 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
May 29, 2023 bearish
Prediction Partly held up
Bergstrom: Open-ended credit hedge funds are in secular decline
“The open-ended credit hedge fund businesses we believe in, in secular decline, not going away this month or this year. But shrinking significantly in favor of closed-end structures, a big long-term part of that is hurdle rates, as you mentioned.”
Craig Bergstrom May 29, 2023 ▶ 1:06:16 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
May 29, 2023 bearish
Assertion Not checkable as stated
Bergstrom: Multiple Well-Regarded Multi-Strategy Platform Funds Have Gone to Zero
“In my career, a bunch of extremely well-regarded multi-strategy managers that look like platforms roughly went to zero.”
Craig Bergstrom May 29, 2023 ▶ 45:24 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
May 29, 2023 bearish
Opinion
Bergstrom: Credit markets will not see a golden age of distress
“I think that we are not going to see a golden age of distress. Oh, these are great businesses that happen to have not the right cap structure. Those days are gone. The markets are too competitive. They're too multifaceted. There's too much dry powder. And in p…”
Craig Bergstrom May 29, 2023 ▶ 54:10 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
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