Kamaletdinov & Partners seeks to identify and exploit opportunities across the capital structure in neglected areas of the markets.
Currently, our office is focusing on opportunities in the Eastern Europe, Central Asia, and selected BRICS countries where it seeks to achieve an IRR of 30% per annum over the next two-three years. Out managers have extensive experience in investing, restructuring and valuing situations across multiple industries and asset classes.
Similar to private equity, our approach to valuing companies and individual assets is driven by fundamentals. However, investing in publicly traded securities does not require the extended lock up periods demanded by traditional private equity or distressed funds. Opportunities are exploited across the capital structure with a portfolio comprising of debt, equity and hybrid securities
We also invest extensively into securities available on OTC markets, leveraging extended models specified by systems of ODEs, in the spirit of Duffie-Garleanu-Pedersen. We are continuously exploring opportunities to optimize OTC transaction costs in order to maximize value for our investors.
We are affiliated with YdYFinans, a team of experts focusing on restructuring and executing the sales of distressed assets to maximize recoveries for investors and creditors.
YdYFinans offers a range of services, including:
- Assistance in acquisition or disposal of control of underperforming, overlooked, or distressed companies at below market multiples.
- Assistance in disposal of assets, including illiquid stocks, fixed income, private equity, real estate, public and private debt, in areas impacted by political sanctions or severe economic uncertainty.
- Commercial negotiations with debt lenders, asset reconstruction companies, and financiers to find the optimal solution.
- Acquisition and disposal of loan portfolios.