[Videos] DDJ Analyst Sector Updates - Part 2

Posted on December 19, 2020

Are you exploring high yield? Watch these videos to learn more about the challenges and opportunities our Senior Research Analysts are seeing within their respective high yield sectors.  

During our DDJ Virtual Investment Conference held in October 2020, our analysts provided in-depth video updates on the high yield sectors they cover.

In last week's blog, we released videos covering these sectors: Energy, Industrials & Chemicals; Metals and Mining, Autos, Aerospace & Defense, Retail, and Consumer Products; Technology, Media, Gaming, Lodging and Leisure. This week, we release 3 more videos. 

To access the following analyst videos, please click here.
 

Michael Graham

Michael Graham
Healthcare
Mr. Graham provides an overview of the investable high yield healthcare universe as well as what the team looks for in healthcare investments and provides an in-depth company example. He also elaborates on the differentiation and diversity of business models, revenue drivers and risk profiles throughout the sector.

 

 

Ned Hole

Ned Hole
Cable, Telecommunications and Satellite 
Mr. Hole discusses the defensive nature of the sector, as evidenced by less cyclical demand and its steady recurring revenue stream, usually in the form of monthly subscriptions, for many companies. He also discusses the mix of products and services, including usage of 5G technology, as well as current trends such as working/learning from home.



Mark Wegner

Mark Wegner
Paper & Packaging a
nd Building Materials
Mr. Wegner discusses the attributes that can result in certain high yield packaging companies faring well in softening economic environments, as well as mechanisms that enable some companies to pass raw material price volatility on to their customers.

 

 

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1DDJ incepted the DDJ Environmental Sustainability High Yield Strategy on June 1, 2020. However, as of the date hereof, no actual client assets are invested in this strategy (and accordingly it is managed solely as a simulated portfolio at this time).


DDJ Capital Management is a privately held investment manager for institutional clients that specializes in investments within the leveraged credit markets. Since our inception in 1996, DDJ has sought to generate attractive risk-adjusted returns for our clients by adhering to a value-oriented, bottom-up, fundamental investment philosophy.  DDJ has extensive experience investing in securities issued by non-investment grade companies within the lower tier of the credit markets, including high yield bonds, bank loans and other special situation investments.

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