John Paulson’s 13F portfolio value increased to ~$1.43B, with top five positions making up ~75% of the portfolio. New stakes include Iamgold and Southwestern Energy, while AngloGold Ashanti was fully ...

Management indicated ongoing deployment of capital into CLOs, with Penn stating, “Since the April 1st conversion, we’ve bought an additional $51 million of CLO investments through yesterday.” He also ...

In addition to the normal operational and legal risks associated with owning and managing portfolio companies, 2025 has introduced or exacerbated a wave of geopolitical and macroeconomic risks such as ...

His focus will be on leveraging digital innovation to enhance portfolio company operations, and to ensure robust, modernized IT foundations are in place across the portfolio. Rob Kirk – Vice President ...