Stoneview is an opportunistic credit strategy which seeks to generate attractive, absolute returns across the credit cycle.
Stoneview invests primarily in stressed and distressed debt investments, focused on mid-cap structures, but with the flexibility to consider other credit and credit-sourced equity investments opportunistically. Portfolio Manager, Curry Ford, and his team leverage their deep fundamental research approach, taking advantage of corporate credit dislocations created by both idiosyncratic, company-specific events, agnostic to the credit cycle, and broader credit market developments, as created by the credit cycle. Importantly, during periods of tight credit spreads, capital is deployed in such a manner as to generate attractive risk-adjusted returns while prioritizing capital preservation yet ensuring the flexibility to redeploy capital efficiently when higher return opportunities become available.
Curry Ford was previously a Partner at Roystone Capital, where he was Head of Credit. Prior to joining Roystone in 2013, Curry was a Managing Director and Head of High Yield / Distressed Debt Research at Glenview Capital (2004-2013). Prior to joining Glenview Curry worked at Lehman Brothers (1996-2004) as both a Senior Credit Analyst in Fixed Income and an Associate in Media & Communications Mergers & Acquisitions. Mr. Ford received a BS from Cornell University (1994) and an MBA from Columbia Business School (2001). He is a member of the Beta Gamma Sigma national honor society.
cford@harbert.netMatt Ripperger was previously a Senior Analyst and the Co-Head of Healthcare at TimesSquare Capital Management (TSCM). Prior to joining TSCM in 2018, Mr. Ripperger was a Partner / Senior Analyst and the Co-Head of Healthcare at Glenview Capital (2008-2017), investing across the capital structure. Prior to Glenview, Mr. Ripperger was a sell-side Healthcare Analyst at Citigroup (2004-2008), J.P. Morgan (2002-2004), UBS Warburg (1999-2002) and Salomon Smith Barney / Citigroup (1994-1999). Mr. Ripperger graduated from Columbia University with a Bachelor of Arts in History (1994).
mripperger@harbert.netJay Mai was previously a Senior Analyst at Consulta USA, where he was a generalist investor. Prior to joining Consulta USA in 2014, Mr. Mai was a Senior Analyst at Glenview Capital Management (2008-2014), initially investing as a generalist on the High Yield / Distressed Debt team and later investing across the capital structure on the Financials team. Prior to Glenview, Mr. Mai was an Associate at Prides Capital (2006-2008), an Investment Banking Analyst in the TMT M&A Group at Lazard Freres & Co. (2004-2006), and an Investment Banking Analyst in the M&A Group at Banc of America Securities (2003-2004). Mr. Mai graduated with Distinction from the University of Michigan’s Ross School of Business with a Bachelor of Business Administration (2003).
jmai@harbert.netAaron Segal was previously the Head Trader at Roystone Capital since it’s inception in 2013. He oversaw the deployment of capital from the launch size of $300 million all the way up to approximately $3.5 billion in assets, trading credit, equities and derivatives. Prior to joining Roystone, he was a Senior Credit/Jr. Analyst at Zweig-DiMenna Associates (2005-2013), where he traded equities, credit, derivatives, FX, and commodities. Notably, he helped build a new credit portfolio in 2007, building outsized short positions expressed via numerous credit derivative products to mitigate and profit during the downturn, as well as opportunistically buying a large portfolio of distressed bank loans through the recovery in 2009 and 2010. He is a career-long student of macroeconomic fundamentals, technical analysis and econometrics, having the privilege of learning under the tutelage of legendary macro investor, Marty Zweig. Prior to joining Zweig-Dimenna, he was a global currency trader at Refco, Inc. (2004-2005) and began his career as an Analyst at Boston Realty Advisors (2003-2004). Mr. Segal received a BA in Economics/International Relations from the University of Wisconsin-Madison (2003).
asegal@harbert.netJuliet Teller was previously an Executive Assistant to Curry Ford while at Roystone Capital. Prior to Roystone, she worked at American Express (2011-2015) as a Compliance Business Analyst and a Travel and Lifestyles Services Team Leader, focused on the luxury travel market. Prior to American Express, she worked at Target Corporation (2008-2011) where she was an Executive Team Leader, supporting the store level leadership in logistics. Ms. Teller received a BS in Business Administration from Nova Southern University (2007) and an MBA from Nova Southern University (2008).
jteller@harbert.netContact:
Jack Bryant
jbryant@harbert.net
205.987.5500