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Global Market Strategies
Print this page Established in 1999, The Global Market Strategies (GMS) platform has approximately $37 billion in assets under management in various credit, equities and alternative instruments. The GMS team of more than 200 investment professionals in New York, Washington, DC, Los Angeles, Chicago, Houston, Hong Kong and London manages 69 funds across six strategies.
Carlyle GMS Finance, Inc. (GMS Finance) is an externally managed, non-diversified closed-end management investment company that intends to elect to be treated as a Business Development Company (“BDC”) under the Investment Company Act of 1940, as amended. GMS Finance objective is to generate current income and capital appreciation primarily through debt investments in U.S. middle market companies.
Carlyle’s Special Situations & Corporate Opportunities team specializes in making alpha-driven debt and equity investments in companies that offer downside protection but with the opportunity to unlock substantial upside potential. The team specializes in investing in (i) distressed, complex, or underappreciated assets, (ii) cyclical, contrarian, or event-driven situations and (iii) broader market dislocations to identify attractive investment opportunities. The Special Situations & Corporate Opportunities franchise was launched in 2004 and today the team actively manages two funds: Carlyle Strategic Partners II (CSP II) and Carlyle Strategic Partners III (CSP III). In an effort to maximize returns and value, the team seeks to exert influence or obtain control in its investments whenever possible. The team is co-headed by Shary Moalemzadeh and Ian B. Jackson.
Claren Road Asset Management, LLC (“Claren Road”), a long/short credit manager focusing on the global high grade and high yield markets, commenced operations in January 2006.
The Corporate Mezzanine team invests in privately negotiated junior debt and equity securities of middle market and large cap leveraged buyouts, recapitalizations and growth financings. The team currently manages two funds: Carlyle Mezzanine Partners (CMP) and Carlyle Mezzanine Partners II (CMP II). The team is headed by Grishma Parekh.
The Energy Mezzanine team invests primarily in mezzanine debt in energy and power projects and companies in the U.S. and Canada. The team offers distinct competitive advantages as a result of its sector and product focus, coupled with the investment team’s relationships, industry expertise, knowledge of specialized credit structures and privileged access to investment opportunities due to an extensive deal-sourcing network. The group is co-headed by David Albert and Rahul Culas.
The Structured Credit team invests in corporate loans and bonds through structured vehicles and managed accounts. Linda Pace oversees the U.S. Structured Credit team and Colin Atkins oversees the European Structured Credit team.
The Carlyle Group acquired a 55% stake in Emerging Sovereign Group, LLC (ESG), a global emerging market equities and macroeconomic hedge fund manager in July 2011. ESG was founded in 2002 by Kevin Kenny, Mete Tuncel and Jason Kirschner (the “Founding Partners”) with seed capital from Julian Robertson of Tiger Management. The Founding Partners formerly worked together at Morgan Stanley, where Kevin Kenny was the Head of Global Emerging Markets Debt Trading and Syndicate.
The Carlyle Group acquired a 55% stake in Vermillion Asset Management, LLC (VAM), a commodities focused hedge fund manager, in October 2012. Founded in 2005 by Andrew Gilbert and Chris Nygaard, VAM focuses on trading the spectrum of available commodities-based instruments – physical commodities, derivatives and options – across all major sectors including agriculture, metals, soft commodities, freight and energy.
Carlyle Quantitative Market Strategies (CQMS) focuses on systematic trading across various global asset classes. CQMS’s strategy takes a balanced-risk approach designed to provide investors with a diversified multi-asset class portfolio. CQMS implements its strategy through the Carlyle Core Allocation Fund, The Carlyle Group’s first open-end mutual fund that offers daily liquidity and also through pooled investment vehicles. The group is co-headed by Jaipal K. Tuttle, PhD and Matthew A. Simsic.