ARES directional thesis
The top private credit firms are the clear winners, because in a now-brokered market the brokers bring deals to the biggest names first, so the best firms get the best loans and the best teams.
“there are some private credit firms that are spectacular. I mean, superior... Firms like Ares or let's say Golub are stellar at what they do and they have great credit cultures. They have really complete teams that deal with underwriting and workouts”92:51claim_id
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