Coping with today’s credit crunch requires a particularly focused approach to researching companies before investing, according to Corey Ribotsky, Head Portfolio Manager of the NIR Group of Roslyn, New York. Ribotsky believes that in today’s investment world it is crucial for the investment team to focus on diversification, in-depth research, excellent credit analysis and due diligence. When all these factors are evaluated and in place the direct result is optimal portfolio construction.
Investments usually require a time-line of several years, but in the current market this is a bit too long. Nevertheless Ribotsky is seeing deals with better terms, good liquidity, and even a few New York Stock Exchange companies looking for capital. Hopefully these deals could have a bit of a shorter time horizon.
In general the NIR Group is a several-year-partner for each transaction. ‘We contribute capital and then find a good exit strategy’, says Ribotsky.
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