Branicks - Timing

In light of the recent rescheduling of maturities we reassess our positioning and expected returns, taking account of the resulting liquidity and therefore the options available to Branicks. We have also adjusted our return expectations based on our evaluation of management's proposed asset disposal programme and the likelihood of successful execution. Sarria - Credit Opportunities runs a virtual and transparent book in European HY with a five year track record. Based on fundamental bottom-up analysis it's senior team of analysts follow issuers, generate original ideas and produce opinionated investment memos that are available to clients. For the team to reach its virtual investment decisions, the research utilises forecasting models and includes legal overlay and relevant game theory, providing clients with a clear and unbiased assessment of each situation.

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